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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 | $30,031 | $60,139-50.1% | $90,461-66.8% | $79,856-62.4% |
| Participation rate | 76.3% | 65.0%+11.3pp | 72.7%+3.6pp | 69.6%+6.6pp |
| Annual return | 422.25% | 71.96%+350.3pp | 1294.76%-872.5pp | 31.71%+390.5pp |
| Employer contribution / active EE | $1,141 | $2,069-44.9% | $3,264-65.1% | $2,471-53.8% |
| Participant deferral / active EE | $2,302 | $2,939-21.7% | $3,964-41.9% | $3,741-38.5% |
| Admin fee / account holder | $17,386 | $3,978+337.0% | $5,617+209.5% | $5,306+227.6% |