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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 | $104,956 | $75,832+38.4% | $147,617-28.9% | $59,633+76.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.86% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $6,667 | $3,485+91.3% | $5,564+19.8% | $2,203+202.7% |
| Participant deferral / active EE | $5,055 | $3,131+61.5% | $4,895+3.3% | $3,192+58.4% |
| Admin fee / account holder | $10,416 | $5,986+74.0% | $11,612-10.3% | $4,297+142.4% |