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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 | $153,289 | $75,832+102.1% | $147,618+3.8% | $59,633+157.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.80% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $10,797 | $3,485+209.8% | $5,565+94.0% | $2,203+390.2% |
| Participant deferral / active EE | $7,425 | $3,131+137.2% | $4,895+51.7% | $3,192+132.6% |
| Admin fee / account holder | $2,026 | $5,986-66.2% | $11,612-82.6% | $4,297-52.9% |