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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 | $33,667 | $176,688-80.9% | $130,660-74.2% | $152,909-78.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 11.68% | 2693.08%-2681.4pp | 1709.29%-1697.6pp | 345.46%-333.8pp |
| Employer contribution / active EE | $4,167 | $5,743-27.4% | $4,092+1.8% | $4,764-12.5% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $73,397 | $7,131+929.3% | $5,463+1243.5% | $11,601+532.7% |