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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 | $125,608 | $75,832+65.6% | $147,617-14.9% | $59,633+110.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.71% | 0.37%+1.3pp | 61.98%-60.3pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $7,200 | $3,485+106.6% | $5,564+29.4% | $2,203+226.9% |
| Participant deferral / active EE | $4,202 | $3,131+34.2% | $4,895-14.2% | $3,192+31.6% |
| Admin fee / account holder | $4,159 | $5,986-30.5% | $11,612-64.2% | $4,297-3.2% |