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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 | $184,473 | $75,832+143.3% | $147,617+25.0% | $59,633+209.3% |
| Participation rate | 98.0% | 71.6%+26.5pp | 84.6%+13.4pp | 68.7%+29.4pp |
| Annual return | -0.76% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $9,212 | $3,485+164.3% | $5,564+65.5% | $2,203+318.2% |
| Participant deferral / active EE | $6,496 | $3,131+107.5% | $4,895+32.7% | $3,192+103.5% |
| Admin fee / account holder | $25,819 | $5,986+331.4% | $11,612+122.4% | $4,297+500.9% |