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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 | $235,005 | $75,832+209.9% | $147,617+59.2% | $59,633+294.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.85% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $8,869 | $3,485+154.5% | $5,564+59.4% | $2,203+302.6% |
| Participant deferral / active EE | $7,654 | $3,131+144.5% | $4,895+56.4% | $3,192+139.8% |
| Admin fee / account holder | $8,286 | $5,986+38.4% | $11,612-28.6% | $4,297+92.8% |