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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 | $174,659 | $75,832+130.3% | $147,617+18.3% | $59,633+192.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.23% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $5,357 | $3,485+53.7% | $5,564-3.7% | $2,203+143.2% |
| Participant deferral / active EE | $5,326 | $3,131+70.1% | $4,895+8.8% | $3,192+66.9% |
| Admin fee / account holder | $3,089 | $5,986-48.4% | $11,612-73.4% | $4,297-28.1% |