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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 | $45,166 | $57,312-21.2% | $86,617-47.9% | $75,181-39.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 15.59% | 2672.78%-2657.2pp | 591.91%-576.3pp | 160.69%-145.1pp |
| Employer contribution / active EE | $1,686 | $2,315-27.2% | $3,023-44.3% | $2,671-36.9% |
| Participant deferral / active EE | $2,642 | $3,319-20.4% | $4,437-40.5% | $4,126-36.0% |
| Admin fee / account holder | $16,670 | $4,114+305.2% | $5,613+197.0% | $5,650+195.1% |