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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 | $230,503 | $75,832+204.0% | $147,617+56.1% | $59,633+286.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.47% | 0.37%-0.8pp | 61.98%-62.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $15,379 | $3,485+341.3% | $5,564+176.4% | $2,203+598.2% |
| Participant deferral / active EE | $10,115 | $3,131+223.1% | $4,895+106.6% | $3,192+216.9% |
| Admin fee / account holder | $35,178 | $5,986+487.7% | $11,612+203.0% | $4,297+718.7% |