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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 | $6,211 | $76,608-91.9% | $56,077-88.9% | $145,877-95.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.67% | 3009.59%-3000.9pp | 1709.28%-1700.6pp | 551.28%-542.6pp |
| Employer contribution / active EE | $8,630 | $1,382+524.6% | $1,040+729.5% | $4,663+85.1% |
| Participant deferral / active EE | $8,630 | $2,624+228.9% | $1,954+341.7% | $6,691+29.0% |
| Admin fee / account holder | $81,458 | $3,325+2349.8% | $2,825+2783.6% | $13,402+507.8% |