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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 | $38,063 | $88,754-57.1% | $81,820-53.5% | $145,877-73.9% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 16.86% | 1031.77%-1014.9pp | 777.93%-761.1pp | 551.28%-534.4pp |
| Employer contribution / active EE | $4,990 | $3,085+61.7% | $2,915+71.2% | $4,663+7.0% |
| Participant deferral / active EE | $9,871 | $4,648+112.4% | $4,323+128.3% | $6,691+47.5% |
| Admin fee / account holder | $52,013 | $8,424+517.5% | $7,391+603.8% | $13,402+288.1% |