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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 | $79,781 | $52,519+51.9% | $155,789-48.8% | $59,633+33.8% |
| Participation rate | 98.5% | 61.7%+36.8pp | 76.1%+22.4pp | 68.7%+29.8pp |
| Annual return | -1.51% | 53.51%-55.0pp | 71.54%-73.0pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $10,416 | $1,589+555.5% | $3,839+171.4% | $2,203+372.9% |
| Participant deferral / active EE | $0 | $3,084-100.0% | $4,798-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,074 | $3,540-13.2% | $7,477-58.9% | $4,297-28.5% |