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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 | $95,987 | $75,832+26.6% | $147,617-35.0% | $59,633+61.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.38% | 0.37%-2.7pp | 61.98%-64.4pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $5,937 | $3,485+70.4% | $5,564+6.7% | $2,203+169.5% |
| Participant deferral / active EE | $4,235 | $3,131+35.3% | $4,895-13.5% | $3,192+32.7% |
| Admin fee / account holder | $444 | $5,986-92.6% | $11,612-96.2% | $4,297-89.7% |