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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 | $97,376 | $75,832+28.4% | $147,617-34.0% | $59,633+63.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.49% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $6,697 | $3,485+92.2% | $5,564+20.3% | $2,203+204.0% |
| Participant deferral / active EE | $4,480 | $3,131+43.1% | $4,895-8.5% | $3,192+40.4% |
| Admin fee / account holder | $17,555 | $5,986+193.3% | $11,612+51.2% | $4,297+308.5% |