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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 | $64,376 | $108,701-40.8% | $74,723-13.8% | $152,909-57.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 14.35% | 114.12%-99.8pp | 753.18%-738.8pp | 345.46%-331.1pp |
| Employer contribution / active EE | $1,204 | $1,504-19.9% | $1,084+11.1% | $4,764-74.7% |
| Participant deferral / active EE | $2,802 | $2,709+3.4% | $1,962+42.8% | $5,851-52.1% |
| Admin fee / account holder | $119,657 | $4,906+2338.9% | $3,335+3488.3% | $11,601+931.5% |