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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 | $143,545 | $75,832+89.3% | $147,617-2.8% | $59,633+140.7% |
| 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 | $11,587 | $3,485+232.5% | $5,564+108.2% | $2,203+426.1% |
| Participant deferral / active EE | $1,508 | $3,131-51.8% | $4,895-69.2% | $3,192-52.8% |
| Admin fee / account holder | $3,588 | $5,986-40.1% | $11,612-69.1% | $4,297-16.5% |