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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 | $24,121 | $49,199-51.0% | $121,210-80.1% | $75,177-67.9% |
| Participation rate | 82.7% | 55.4%+27.3pp | 69.5%+13.1pp | 67.2%+15.5pp |
| Annual return | 15.77% | 56.04%-40.3pp | 987.41%-971.6pp | 160.75%-145.0pp |
| Employer contribution / active EE | $1,937 | $1,547+25.2% | $4,171-53.5% | $2,671-27.5% |
| Participant deferral / active EE | $5,222 | $2,630+98.6% | $4,084+27.9% | $4,126+26.6% |
| Admin fee / account holder | $24,513 | $3,946+521.2% | $5,647+334.1% | $5,651+333.8% |