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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 | $19,515 | $109,872-82.2% | $98,483-80.2% | $167,536-88.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 35.25% | 1959.31%-1924.1pp | 1494.38%-1459.1pp | 478.82%-443.6pp |
| Employer contribution / active EE | $877 | $3,225-72.8% | $2,961-70.4% | $4,839-81.9% |
| Participant deferral / active EE | $1,694 | $4,673-63.7% | $4,276-60.4% | $6,342-73.3% |
| Admin fee / account holder | $8,915 | $6,757+31.9% | $5,953+49.8% | $12,315-27.6% |