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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 | $33,716 | $185,225-81.8% | $142,898-76.4% | $167,553-79.9% |
| Participation rate | 85.7% | 78.5%+7.2pp | 72.0%+13.8pp | 82.1%+3.6pp |
| Annual return | 14.93% | 8558.12%-8543.2pp | 5639.64%-5624.7pp | 478.89%-464.0pp |
| Employer contribution / active EE | $2,967 | $5,607-47.1% | $4,146-28.4% | $4,840-38.7% |
| Participant deferral / active EE | $3,100 | $4,496-31.1% | $3,838-19.2% | $6,343-51.1% |
| Admin fee / account holder | $24,337 | $8,032+203.0% | $6,560+271.0% | $12,316+97.6% |