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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 | $86,064 | $109,863-21.7% | $98,477-12.6% | $167,518-48.6% |
| Participation rate | 85.0% | 75.8%+9.2pp | 73.3%+11.7pp | 82.1%+2.9pp |
| Annual return | 39.17% | 1958.09%-1918.9pp | 1493.59%-1454.4pp | 478.71%-439.5pp |
| Employer contribution / active EE | $2,681 | $3,225-16.9% | $2,961-9.4% | $4,838-44.6% |
| Participant deferral / active EE | $6,381 | $4,673+36.5% | $4,276+49.2% | $6,342+0.6% |
| Admin fee / account holder | $28,937 | $6,755+328.4% | $5,951+386.3% | $12,312+135.0% |