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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 | $29,907 | $90,614-67.0% | $76,089-60.7% | $145,877-79.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.17% | 623.80%-604.6pp | 360.94%-341.8pp | 551.28%-532.1pp |
| Employer contribution / active EE | $2,322 | $3,324-30.2% | $2,690-13.7% | $4,663-50.2% |
| Participant deferral / active EE | $2,322 | $5,168-55.1% | $4,259-45.5% | $6,691-65.3% |
| Admin fee / account holder | $376,952 | $8,376+4400.2% | $6,418+5773.5% | $13,402+2712.6% |