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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 | $109,135 | $75,832+43.9% | $147,617-26.1% | $59,633+83.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.94% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $6,726 | $3,485+93.0% | $5,564+20.9% | $2,203+205.4% |
| Participant deferral / active EE | $5,171 | $3,131+65.2% | $4,895+5.6% | $3,192+62.0% |
| Admin fee / account holder | $46,553 | $5,986+677.8% | $11,612+300.9% | $4,297+983.4% |