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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 | $200,255 | $75,832+164.1% | $147,617+35.7% | $59,633+235.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.32% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $13,769 | $3,485+295.1% | $5,564+147.4% | $2,203+525.1% |
| Participant deferral / active EE | $1,571 | $3,131-49.8% | $4,895-67.9% | $3,192-50.8% |
| Admin fee / account holder | $3,084 | $5,986-48.5% | $11,612-73.4% | $4,297-28.2% |