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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 | $77,558 | $75,832+2.3% | $147,617-47.5% | $59,633+30.1% |
| Participation rate | 97.8% | 71.6%+26.3pp | 84.6%+13.2pp | 68.7%+29.2pp |
| Annual return | -1.89% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $9,964 | $3,485+185.9% | $5,564+79.1% | $2,203+352.3% |
| Participant deferral / active EE | $3,326 | $3,131+6.3% | $4,895-32.1% | $3,192+4.2% |
| Admin fee / account holder | $13,610 | $5,986+127.4% | $11,612+17.2% | $4,297+216.7% |