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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 | $91,519 | $52,519+74.3% | $155,789-41.3% | $59,633+53.5% |
| Participation rate | 91.7% | 61.7%+30.0pp | 76.1%+15.6pp | 68.7%+23.0pp |
| Annual return | -0.28% | 53.51%-53.8pp | 71.54%-71.8pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $5,455 | $1,589+243.2% | $3,839+42.1% | $2,203+147.6% |
| Participant deferral / active EE | $983 | $3,084-68.1% | $4,798-79.5% | $3,192-69.2% |
| Admin fee / account holder | $2,035 | $3,540-42.5% | $7,477-72.8% | $4,297-52.6% |