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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 | $75,965 | $75,832+0.2% | $147,617-48.5% | $59,633+27.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.22% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $6,407 | $3,485+83.9% | $5,564+15.1% | $2,203+190.9% |
| Participant deferral / active EE | $2,718 | $3,131-13.2% | $4,895-44.5% | $3,192-14.8% |
| Admin fee / account holder | $928 | $5,986-84.5% | $11,612-92.0% | $4,297-78.4% |