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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 | $38,951 | $108,685-64.2% | $74,719-47.9% | $152,885-74.5% |
| Participation rate | 70.0% | 65.3%+4.7pp | 54.5%+15.5pp | 82.5%-12.5pp |
| Annual return | 18.55% | 114.09%-95.5pp | 753.05%-734.5pp | 345.39%-326.8pp |
| Employer contribution / active EE | $3,097 | $1,504+105.9% | $1,084+185.7% | $4,763-35.0% |
| Participant deferral / active EE | $8,128 | $2,712+199.7% | $1,963+314.0% | $5,851+38.9% |
| Admin fee / account holder | $22,136 | $4,905+351.3% | $3,334+563.9% | $11,598+90.9% |