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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 | $109,776 | $75,832+44.8% | $147,617-25.6% | $59,633+84.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 2.02% | 0.37%+1.7pp | 61.98%-60.0pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $3,642 | $3,485+4.5% | $5,564-34.5% | $2,203+65.3% |
| Participant deferral / active EE | $2,913 | $3,131-7.0% | $4,895-40.5% | $3,192-8.7% |
| Admin fee / account holder | $40,394 | $5,986+574.9% | $11,612+247.9% | $4,297+840.1% |