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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 | $46,207 | $99,011-53.3% | $86,582-46.6% | $147,586-68.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 16.43% | 1312.75%-1296.3pp | 965.08%-948.7pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,048 | $3,132-66.6% | $2,839-63.1% | $4,876-78.5% |
| Participant deferral / active EE | $2,047 | $3,972-48.5% | $3,609-43.3% | $5,439-62.4% |
| Admin fee / account holder | $15,201 | $5,709+166.3% | $4,904+210.0% | $10,886+39.6% |