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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 | $38,508 | $99,995-61.5% | $85,063-54.7% | $145,978-73.6% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 10.17% | 83.99%-73.8pp | 66.54%-56.4pp | 550.52%-540.3pp |
| Employer contribution / active EE | $1,666 | $3,231-48.4% | $2,727-38.9% | $4,662-64.3% |
| Participant deferral / active EE | $3,026 | $5,295-42.9% | $4,523-33.1% | $6,690-54.8% |
| Admin fee / account holder | $49,614 | $7,255+583.9% | $6,155+706.1% | $13,400+270.2% |