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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 | $195,814 | $75,832+158.2% | $147,618+32.6% | $59,633+228.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.53% | 0.37%-1.9pp | 61.98%-63.5pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $12,415 | $3,485+256.3% | $5,565+123.1% | $2,203+463.6% |
| Participant deferral / active EE | $1,257 | $3,131-59.9% | $4,895-74.3% | $3,192-60.6% |
| Admin fee / account holder | $3,158 | $5,986-47.2% | $11,612-72.8% | $4,297-26.5% |