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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 | $102,100 | $75,832+34.6% | $147,617-30.8% | $59,633+71.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.74% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $4,856 | $3,485+39.4% | $5,564-12.7% | $2,203+120.5% |
| Participant deferral / active EE | $3,810 | $3,131+21.7% | $4,895-22.2% | $3,192+19.4% |
| Admin fee / account holder | $10,226 | $5,986+70.8% | $11,612-11.9% | $4,297+138.0% |