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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 | $82,331 | $75,832+8.6% | $147,617-44.2% | $59,633+38.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.07% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $5,236 | $3,485+50.3% | $5,564-5.9% | $2,203+137.7% |
| Participant deferral / active EE | $3,866 | $3,131+23.5% | $4,895-21.0% | $3,192+21.1% |
| Admin fee / account holder | $24,536 | $5,986+309.9% | $11,612+111.3% | $4,297+471.0% |