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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 | $51,518 | $185,225-72.2% | $142,898-63.9% | $167,553-69.3% |
| Participation rate | 88.9% | 78.5%+10.4pp | 72.0%+16.9pp | 82.1%+6.8pp |
| Annual return | 9.51% | 8558.12%-8548.6pp | 5639.64%-5630.1pp | 478.89%-469.4pp |
| Employer contribution / active EE | $2,853 | $5,607-49.1% | $4,146-31.2% | $4,840-41.0% |
| Participant deferral / active EE | $3,677 | $4,496-18.2% | $3,838-4.2% | $6,343-42.0% |
| Admin fee / account holder | $57,952 | $8,032+621.5% | $6,560+783.4% | $12,316+370.5% |