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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 | $129,485 | $39,798+225.4% | $67,704+91.3% | $59,633+117.1% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -0.49% | 89.94%-90.4pp | 25.41%-25.9pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $7,091 | $1,393+409.0% | $2,559+177.1% | $2,203+221.9% |
| Participant deferral / active EE | $5,733 | $2,335+145.6% | $3,585+59.9% | $3,192+79.6% |
| Admin fee / account holder | $2,374 | $3,212-26.1% | $4,255-44.2% | $4,297-44.8% |