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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 | $36,000 | $110,830-67.5% | $86,625-58.4% | $167,553-78.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 76.39% | 116.99%-40.6pp | 63.52%+12.9pp | 478.89%-402.5pp |
| Employer contribution / active EE | $2,879 | $3,245-11.3% | $2,496+15.3% | $4,840-40.5% |
| Participant deferral / active EE | $8,428 | $4,548+85.3% | $3,700+127.8% | $6,343+32.9% |
| Admin fee / account holder | $76,860 | $8,420+812.9% | $5,830+1218.3% | $12,316+524.0% |