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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 | $124,471 | $75,832+64.1% | $147,617-15.7% | $59,633+108.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.72% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $7,274 | $3,485+108.7% | $5,564+30.7% | $2,203+230.3% |
| Participant deferral / active EE | $5,535 | $3,131+76.8% | $4,895+13.1% | $3,192+73.4% |
| Admin fee / account holder | $24,744 | $5,986+313.4% | $11,612+113.1% | $4,297+475.9% |