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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 | $230,744 | $75,832+204.3% | $147,617+56.3% | $59,633+286.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.35% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $10,736 | $3,485+208.1% | $5,564+92.9% | $2,203+387.4% |
| Participant deferral / active EE | $6,227 | $3,131+98.9% | $4,895+27.2% | $3,192+95.1% |
| Admin fee / account holder | $7,378 | $5,986+23.3% | $11,612-36.5% | $4,297+71.7% |