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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 | $225,741 | $75,828+197.7% | $147,617+52.9% | $59,632+278.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.23% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.32%-2041.5pp |
| Employer contribution / active EE | $4,684 | $3,485+34.4% | $5,565-15.8% | $2,203+112.7% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $19,585 | $5,985+227.2% | $11,611+68.7% | $4,297+355.8% |