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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 | $105,984 | $75,832+39.8% | $147,617-28.2% | $59,633+77.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.59% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $3,029 | $3,485-13.1% | $5,564-45.6% | $2,203+37.5% |
| Participant deferral / active EE | $5,166 | $3,131+65.0% | $4,895+5.5% | $3,192+61.9% |
| Admin fee / account holder | $1,386 | $5,986-76.8% | $11,612-88.1% | $4,297-67.7% |