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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 | $71,024 | $102,663-30.8% | $86,216-17.6% | $139,466-49.1% |
| Participation rate | 73.9% | 74.5%-0.6pp | 69.0%+5.0pp | 80.3%-6.4pp |
| Annual return | 29.52% | 1924.52%-1895.0pp | 1169.42%-1139.9pp | 373.66%-344.1pp |
| Employer contribution / active EE | $976 | $3,035-67.8% | $2,382-59.0% | $4,754-79.5% |
| Participant deferral / active EE | $1,612 | $4,677-65.5% | $3,986-59.6% | $6,712-76.0% |
| Admin fee / account holder | $12,504 | $8,663+44.3% | $6,853+82.5% | $11,409+9.6% |