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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 | $122,508 | $75,832+61.6% | $147,617-17.0% | $59,633+105.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.38% | 0.37%-0.7pp | 61.98%-62.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $4,820 | $3,485+38.3% | $5,564-13.4% | $2,203+118.8% |
| Participant deferral / active EE | $3,194 | $3,131+2.0% | $4,895-34.8% | $3,192+0.1% |
| Admin fee / account holder | $65,609 | $5,986+996.1% | $11,612+465.0% | $4,297+1426.9% |