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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 | $185,200-72.2% | $142,875-63.9% | $167,497-69.2% |
| Participation rate | 88.9% | 78.4%+10.4pp | 71.9%+16.9pp | 82.1%+6.8pp |
| Annual return | 9.51% | 8555.70%-8546.2pp | 5638.06%-5628.5pp | 478.62%-469.1pp |
| Employer contribution / active EE | $2,853 | $5,604-49.1% | $4,144-31.1% | $4,838-41.0% |
| Participant deferral / active EE | $3,677 | $4,494-18.2% | $3,837-4.2% | $6,341-42.0% |
| Admin fee / account holder | $57,952 | $8,031+621.6% | $6,561+783.3% | $12,310+370.8% |