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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 | $133,160 | $75,832+75.6% | $147,617-9.8% | $59,633+123.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.98% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $5,127 | $3,485+47.1% | $5,564-7.9% | $2,203+132.8% |
| Participant deferral / active EE | $4,403 | $3,131+40.7% | $4,895-10.0% | $3,192+38.0% |
| Admin fee / account holder | $11,196 | $5,986+87.1% | $11,612-3.6% | $4,297+160.6% |