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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 | $221,951 | $75,832+192.7% | $147,617+50.4% | $59,633+272.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.06% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $12,645 | $3,485+262.9% | $5,564+127.3% | $2,203+474.1% |
| Participant deferral / active EE | $7,539 | $3,131+140.8% | $4,895+54.0% | $3,192+136.2% |
| Admin fee / account holder | $15,662 | $5,986+161.7% | $11,612+34.9% | $4,297+264.5% |