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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 | $154,838 | $75,832+104.2% | $147,617+4.9% | $59,633+159.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.94% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $13,037 | $3,485+274.1% | $5,564+134.3% | $2,203+491.9% |
| Participant deferral / active EE | $6,076 | $3,131+94.1% | $4,895+24.1% | $3,192+90.4% |
| Admin fee / account holder | $7,449 | $5,986+24.5% | $11,612-35.8% | $4,297+73.4% |