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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 | $206,256 | $75,828+172.0% | $147,617+39.7% | $59,632+245.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.68% | 0.37%+0.3pp | 61.98%-61.3pp | 2041.32%-2040.6pp |
| Employer contribution / active EE | $9,619 | $3,485+176.0% | $5,565+72.9% | $2,203+336.7% |
| Participant deferral / active EE | $6,845 | $3,130+118.7% | $4,895+39.8% | $3,192+114.5% |
| Admin fee / account holder | $138,047 | $5,985+2206.5% | $11,611+1088.9% | $4,297+3112.6% |