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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 | $112,391 | $75,832+48.2% | $147,617-23.9% | $59,633+88.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.41% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $4,412 | $3,485+26.6% | $5,564-20.7% | $2,203+100.3% |
| Participant deferral / active EE | $6,521 | $3,131+108.3% | $4,895+33.2% | $3,192+104.3% |
| Admin fee / account holder | $516 | $5,986-91.4% | $11,612-95.6% | $4,297-88.0% |