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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 | $96,643 | $75,832+27.4% | $147,617-34.5% | $59,633+62.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.07% | 0.37%-2.4pp | 61.98%-64.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $6,259 | $3,485+79.6% | $5,564+12.5% | $2,203+184.2% |
| Participant deferral / active EE | $3,831 | $3,131+22.4% | $4,895-21.8% | $3,192+20.0% |
| Admin fee / account holder | $445 | $5,986-92.6% | $11,612-96.2% | $4,297-89.7% |