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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 | $98,264 | $75,832+29.6% | $147,617-33.4% | $59,633+64.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.97% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $4,525 | $3,485+29.8% | $5,564-18.7% | $2,203+105.4% |
| Participant deferral / active EE | $2,706 | $3,131-13.6% | $4,895-44.7% | $3,192-15.2% |
| Admin fee / account holder | $6,272 | $5,986+4.8% | $11,612-46.0% | $4,297+46.0% |