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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 | $42,729 | $84,685-49.5% | $73,836-42.1% | $125,389-65.9% |
| Participation rate | 72.7% | 76.8%-4.0pp | 73.4%-0.7pp | 83.2%-10.5pp |
| Annual return | 82.96% | 3123.80%-3040.8pp | 2268.06%-2185.1pp | 282.24%-199.3pp |
| Employer contribution / active EE | $1,738 | $3,123-44.4% | $2,787-37.6% | $4,866-64.3% |
| Participant deferral / active EE | $615 | $3,993-84.6% | $3,583-82.8% | $5,352-88.5% |
| Admin fee / account holder | $47,880 | $5,694+740.9% | $4,882+880.8% | $9,541+401.8% |