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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 | $139,378 | $75,832+83.8% | $147,618-5.6% | $59,633+133.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.51% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $8,556 | $3,485+145.5% | $5,565+53.8% | $2,203+288.4% |
| Participant deferral / active EE | $5,885 | $3,131+88.0% | $4,895+20.2% | $3,192+84.4% |
| Admin fee / account holder | $12,056 | $5,986+101.4% | $11,612+3.8% | $4,297+180.6% |