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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 | $50,761 | $106,008-52.1% | $92,240-45.0% | $147,586-65.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 15.87% | 50.05%-34.2pp | 176.29%-160.4pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,398 | $4,333-44.7% | $3,680-34.8% | $4,876-50.8% |
| Participant deferral / active EE | $4,153 | $4,478-7.3% | $3,897+6.6% | $5,439-23.6% |
| Admin fee / account holder | $32,155 | $6,333+407.7% | $5,194+519.1% | $10,886+195.4% |