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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 | $199,987 | $75,832+163.7% | $147,617+35.5% | $59,633+235.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.79% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $6,371 | $3,485+82.8% | $5,564+14.5% | $2,203+189.3% |
| Participant deferral / active EE | $3,297 | $3,131+5.3% | $4,895-32.7% | $3,192+3.3% |
| Admin fee / account holder | $2,094 | $5,986-65.0% | $11,612-82.0% | $4,297-51.3% |