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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 | $198,991 | $75,832+162.4% | $147,617+34.8% | $59,633+233.7% |
| Participation rate | 88.9% | 71.6%+17.3pp | 84.6%+4.3pp | 68.7%+20.2pp |
| Annual return | -1.27% | 0.37%-1.6pp | 61.98%-63.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $10,797 | $3,485+209.8% | $5,564+94.0% | $2,203+390.2% |
| Participant deferral / active EE | $8,133 | $3,131+159.8% | $4,895+66.1% | $3,192+154.8% |
| Admin fee / account holder | $6,701 | $5,986+11.9% | $11,612-42.3% | $4,297+55.9% |