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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 | $121,936 | $39,798+206.4% | $67,704+80.1% | $59,633+104.5% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | -1.31% | 89.94%-91.2pp | 25.41%-26.7pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,110 | $1,393-20.3% | $2,559-56.6% | $2,203-49.6% |
| Participant deferral / active EE | $3,201 | $2,335+37.1% | $3,585-10.7% | $3,192+0.3% |
| Admin fee / account holder | $18,994 | $3,212+491.4% | $4,255+346.4% | $4,297+342.0% |