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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 | $113,652 | $75,832+49.9% | $147,617-23.0% | $59,633+90.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.90% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $6,037 | $3,485+73.2% | $5,564+8.5% | $2,203+174.1% |
| Participant deferral / active EE | $4,409 | $3,131+40.9% | $4,895-9.9% | $3,192+38.2% |
| Admin fee / account holder | $22,897 | $5,986+282.5% | $11,612+97.2% | $4,297+432.9% |