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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 | $216,482 | $75,832+185.5% | $147,617+46.7% | $59,633+263.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.28% | 0.37%-0.7pp | 61.98%-62.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $17,702 | $3,485+408.0% | $5,564+218.1% | $2,203+703.7% |
| Participant deferral / active EE | $4,130 | $3,131+31.9% | $4,895-15.6% | $3,192+29.4% |
| Admin fee / account holder | $11,183 | $5,986+86.8% | $11,612-3.7% | $4,297+160.3% |