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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 | $88,673 | $75,832+16.9% | $147,617-39.9% | $59,633+48.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.91% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $3,618 | $3,485+3.8% | $5,564-35.0% | $2,203+64.3% |
| Participant deferral / active EE | $6,011 | $3,131+92.0% | $4,895+22.8% | $3,192+88.3% |
| Admin fee / account holder | $3,302 | $5,986-44.8% | $11,612-71.6% | $4,297-23.1% |