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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 | $88,821 | $75,832+17.1% | $147,617-39.8% | $59,633+48.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.39% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $7,636 | $3,485+119.1% | $5,564+37.2% | $2,203+246.7% |
| Participant deferral / active EE | $3,257 | $3,131+4.0% | $4,895-33.5% | $3,192+2.0% |
| Admin fee / account holder | $1,551 | $5,986-74.1% | $11,612-86.6% | $4,297-63.9% |