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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 | $122,405 | $52,519+133.1% | $155,789-21.4% | $59,633+105.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | -0.56% | 53.51%-54.1pp | 71.54%-72.1pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $2,370 | $1,589+49.1% | $3,839-38.3% | $2,203+7.6% |
| Participant deferral / active EE | $12,653 | $3,084+310.2% | $4,798+163.7% | $3,192+296.4% |
| Admin fee / account holder | $11,517 | $3,540+225.3% | $7,477+54.0% | $4,297+168.0% |