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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 | $248,504 | $75,832+227.7% | $147,617+68.3% | $59,633+316.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.44% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $13,629 | $3,485+291.1% | $5,564+144.9% | $2,203+518.8% |
| Participant deferral / active EE | $8,975 | $3,131+186.7% | $4,895+83.3% | $3,192+181.2% |
| Admin fee / account holder | $16,044 | $5,986+168.0% | $11,612+38.2% | $4,297+273.4% |