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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 | $234,480 | $75,832+209.2% | $147,618+58.8% | $59,633+293.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.76% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $5,758 | $3,485+65.2% | $5,565+3.5% | $2,203+161.4% |
| Participant deferral / active EE | $6,300 | $3,131+101.2% | $4,895+28.7% | $3,192+97.4% |
| Admin fee / account holder | $73,954 | $5,986+1135.5% | $11,612+536.9% | $4,297+1621.0% |