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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 | $189,805 | $75,832+150.3% | $147,617+28.6% | $59,633+218.3% |
| Participation rate | 98.2% | 71.6%+26.7pp | 84.6%+13.6pp | 68.7%+29.5pp |
| Annual return | -1.28% | 0.37%-1.6pp | 61.98%-63.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $11,652 | $3,485+234.4% | $5,564+109.4% | $2,203+429.0% |
| Participant deferral / active EE | $8,378 | $3,131+167.6% | $4,895+71.2% | $3,192+162.5% |
| Admin fee / account holder | $4,784 | $5,986-20.1% | $11,612-58.8% | $4,297+11.3% |