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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 | $154,180 | $75,832+103.3% | $147,618+4.4% | $59,633+158.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.50% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $11,844 | $3,485+239.9% | $5,565+112.8% | $2,203+437.7% |
| Participant deferral / active EE | $5,862 | $3,131+87.3% | $4,895+19.7% | $3,192+83.7% |
| Admin fee / account holder | $12,975 | $5,986+116.8% | $11,612+11.7% | $4,297+201.9% |