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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 | $104,335 | $75,832+37.6% | $147,617-29.3% | $59,633+75.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.63% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $4,578 | $3,485+31.4% | $5,564-17.7% | $2,203+107.8% |
| Participant deferral / active EE | $5,138 | $3,131+64.1% | $4,895+5.0% | $3,192+61.0% |
| Admin fee / account holder | $683 | $5,986-88.6% | $11,612-94.1% | $4,297-84.1% |