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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 | $7,375 | $96,643-92.4% | $86,617-91.5% | $139,456-94.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.88% | 106.57%-95.7pp | 591.91%-581.0pp | 373.45%-362.6pp |
| Employer contribution / active EE | $1,867 | $3,264-42.8% | $3,023-38.2% | $4,753-60.7% |
| Participant deferral / active EE | $3,002 | $4,835-37.9% | $4,437-32.3% | $6,711-55.3% |
| Admin fee / account holder | $104,712 | $6,406+1534.6% | $5,613+1765.6% | $11,407+818.0% |