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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 | $8,333 | $76,608-89.1% | $56,077-85.1% | $145,877-94.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.54% | 3009.59%-3001.0pp | 1709.28%-1700.7pp | 551.28%-542.7pp |
| Employer contribution / active EE | $99 | $1,382-92.8% | $1,040-90.5% | $4,663-97.9% |
| Participant deferral / active EE | $677 | $2,624-74.2% | $1,954-65.4% | $6,691-89.9% |
| Admin fee / account holder | $69,393 | $3,325+1987.0% | $2,825+2356.5% | $13,402+417.8% |