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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 | $165,095 | $75,832+117.7% | $147,617+11.8% | $59,633+176.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.73% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $7,738 | $3,485+122.1% | $5,564+39.1% | $2,203+251.3% |
| Participant deferral / active EE | $5,997 | $3,131+91.6% | $4,895+22.5% | $3,192+87.9% |
| Admin fee / account holder | $3,377 | $5,986-43.6% | $11,612-70.9% | $4,297-21.4% |