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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 | $79,050 | $75,832+4.2% | $147,618-46.4% | $59,633+32.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.95% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $5,967 | $3,485+71.2% | $5,565+7.2% | $2,203+170.9% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $553 | $5,986-90.8% | $11,612-95.2% | $4,297-87.1% |