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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 | $30,382 | $90,607-66.5% | $79,467-61.8% | $135,380-77.6% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 5.60% | 977.74%-972.1pp | 718.30%-712.7pp | 519.81%-514.2pp |
| Employer contribution / active EE | $2,437 | $3,068-20.6% | $2,800-13.0% | $4,779-49.0% |
| Participant deferral / active EE | $5,574 | $4,050+37.6% | $3,704+50.5% | $5,609-0.6% |
| Admin fee / account holder | $47,008 | $5,895+697.4% | $5,104+821.0% | $10,828+334.1% |