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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 | $188,889 | $39,798+374.6% | $67,704+179.0% | $59,633+216.8% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 0.54% | 89.94%-89.4pp | 25.41%-24.9pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $12,993 | $1,393+832.8% | $2,559+407.7% | $2,203+489.9% |
| Participant deferral / active EE | $7,745 | $2,335+231.7% | $3,585+116.0% | $3,192+142.7% |
| Admin fee / account holder | $10,482 | $3,212+226.4% | $4,255+146.3% | $4,297+143.9% |