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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 | $62,441 | $103,000-39.4% | $90,300-30.9% | $152,885-59.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 41.16% | 95.19%-54.0pp | 78.11%-37.0pp | 345.39%-304.2pp |
| Employer contribution / active EE | $1,527 | $3,138-51.3% | $2,854-46.5% | $4,763-67.9% |
| Participant deferral / active EE | $1,767 | $4,281-58.7% | $3,884-54.5% | $5,851-69.8% |
| Admin fee / account holder | $43,684 | $6,173+607.6% | $5,353+716.1% | $11,598+276.6% |