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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 | $48,507 | $102,663-52.8% | $86,216-43.7% | $139,466-65.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 11.75% | 1924.52%-1912.8pp | 1169.42%-1157.7pp | 373.66%-361.9pp |
| Employer contribution / active EE | $4,091 | $3,035+34.8% | $2,382+71.8% | $4,754-14.0% |
| Participant deferral / active EE | $8,555 | $4,677+82.9% | $3,986+114.6% | $6,712+27.5% |
| Admin fee / account holder | $41,038 | $8,663+373.7% | $6,853+498.8% | $11,409+259.7% |