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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 | $86,644 | $75,832+14.3% | $147,617-41.3% | $59,633+45.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.18% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $10,561 | $3,485+203.1% | $5,564+89.8% | $2,203+379.5% |
| Participant deferral / active EE | $6,492 | $3,131+107.4% | $4,895+32.6% | $3,192+103.4% |
| Admin fee / account holder | $1,736 | $5,986-71.0% | $11,612-85.0% | $4,297-59.6% |