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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 | $22,267 | $67,823-67.2% | $52,425-57.5% | $137,256-83.8% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 70.55% | 219.11%-148.6pp | 302.12%-231.6pp | 220.34%-149.8pp |
| Employer contribution / active EE | $1,053 | $1,163-9.5% | $914+15.2% | $4,156-74.7% |
| Participant deferral / active EE | $5,105 | $2,288+123.1% | $1,790+185.1% | $6,407-20.3% |
| Admin fee / account holder | $20,930 | $2,844+635.9% | $2,495+738.9% | $12,270+70.6% |