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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 | $82,142 | $75,832+8.3% | $147,617-44.4% | $59,633+37.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.93% | 0.37%-1.3pp | 61.98%-62.9pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $4,781 | $3,485+37.2% | $5,564-14.1% | $2,203+117.0% |
| Participant deferral / active EE | $4,601 | $3,131+47.0% | $4,895-6.0% | $3,192+44.1% |
| Admin fee / account holder | $2,115 | $5,986-64.7% | $11,612-81.8% | $4,297-50.8% |