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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,804 | $75,832+71.2% | $147,617-12.1% | $59,633+117.7% |
| Participation rate | 98.5% | 71.6%+26.9pp | 84.6%+13.8pp | 68.7%+29.8pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $7,989 | $3,485+129.3% | $5,564+43.6% | $2,203+262.7% |
| Participant deferral / active EE | $5,118 | $3,131+63.5% | $4,895+4.6% | $3,192+60.4% |
| Admin fee / account holder | $1,162 | $5,986-80.6% | $11,612-90.0% | $4,297-72.9% |