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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 | $51,468 | $109,863-53.2% | $98,477-47.7% | $167,518-69.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 10.74% | 1958.09%-1947.4pp | 1493.59%-1482.8pp | 478.71%-468.0pp |
| Employer contribution / active EE | $2,748 | $3,225-14.8% | $2,961-7.2% | $4,838-43.2% |
| Participant deferral / active EE | $2,019 | $4,673-56.8% | $4,276-52.8% | $6,342-68.2% |
| Admin fee / account holder | $24,735 | $6,755+266.2% | $5,951+315.6% | $12,312+100.9% |