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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 | $139,030 | $75,832+83.3% | $147,617-5.8% | $59,633+133.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.70% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $5,037 | $3,485+44.5% | $5,564-9.5% | $2,203+128.7% |
| Participant deferral / active EE | $8,897 | $3,131+184.2% | $4,895+81.7% | $3,192+178.7% |
| Admin fee / account holder | $461 | $5,986-92.3% | $11,612-96.0% | $4,297-89.3% |