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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 | $49,069 | $90,617-45.8% | $79,476-38.3% | $135,382-63.8% |
| Participation rate | 90.0% | 76.1%+13.9pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | 8.36% | 977.57%-969.2pp | 718.21%-709.9pp | 519.77%-511.4pp |
| Employer contribution / active EE | $2,398 | $3,068-21.8% | $2,800-14.4% | $4,779-49.8% |
| Participant deferral / active EE | $6,431 | $4,050+58.8% | $3,704+73.6% | $5,609+14.7% |
| Admin fee / account holder | $28,229 | $5,907+377.9% | $5,113+452.1% | $10,829+160.7% |