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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 | $131,133 | $39,798+229.5% | $67,704+93.7% | $59,633+119.9% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 0.26% | 89.94%-89.7pp | 25.41%-25.1pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $20,041 | $1,393+1338.7% | $2,559+683.0% | $2,203+809.9% |
| Participant deferral / active EE | $7,826 | $2,335+235.2% | $3,585+118.3% | $3,192+145.2% |
| Admin fee / account holder | $26,030 | $3,212+710.4% | $4,255+511.7% | $4,297+505.8% |