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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 | $209,470 | $75,832+176.2% | $147,617+41.9% | $59,633+251.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $17,552 | $3,485+403.7% | $5,564+215.4% | $2,203+696.9% |
| Participant deferral / active EE | $10,674 | $3,131+241.0% | $4,895+118.0% | $3,192+234.4% |
| Admin fee / account holder | $570 | $5,986-90.5% | $11,612-95.1% | $4,297-86.7% |