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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 | $230,341 | $75,832+203.8% | $147,617+56.0% | $59,633+286.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.44% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $17,182 | $3,485+393.1% | $5,564+208.8% | $2,203+680.1% |
| Participant deferral / active EE | $14,706 | $3,131+369.8% | $4,895+200.4% | $3,192+360.8% |
| Admin fee / account holder | $17,179 | $5,986+187.0% | $11,612+47.9% | $4,297+299.8% |