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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 | $23,691 | $93,346-74.6% | $71,796-67.0% | $273,972-91.4% |
| Participation rate | 72.2% | 76.5%-4.3pp | 69.1%+3.1pp | 83.0%-10.8pp |
| Annual return | 1298.69% | 130.39%+1168.3pp | 78.04%+1220.7pp | 41.46%+1257.2pp |
| Employer contribution / active EE | $1,108 | $2,733-59.5% | $1,924-42.5% | $4,869-77.3% |
| Participant deferral / active EE | $1,764 | $3,475-49.2% | $2,794-36.9% | $5,287-66.6% |
| Admin fee / account holder | $8,158 | $6,571+24.2% | $4,815+69.4% | $10,133-19.5% |