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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 | $70,622 | $104,544-32.4% | $76,657-7.9% | $152,897-53.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 12.41% | 1014.36%-1001.9pp | 1166.74%-1154.3pp | 345.43%-333.0pp |
| Employer contribution / active EE | $2,222 | $3,118-28.7% | $2,303-3.5% | $4,764-53.3% |
| Participant deferral / active EE | $4,038 | $4,236-4.7% | $3,335+21.1% | $5,851-31.0% |
| Admin fee / account holder | $129,028 | $12,286+950.2% | $6,423+1909.0% | $11,599+1012.4% |