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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 | $23,078 | $99,017-76.7% | $86,587-73.3% | $147,585-84.4% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 234.79% | 1312.37%-1077.6pp | 964.86%-730.1pp | 578.56%-343.8pp |
| Employer contribution / active EE | $2,216 | $3,132-29.2% | $2,839-22.0% | $4,876-54.6% |
| Participant deferral / active EE | $5,853 | $3,972+47.4% | $3,609+62.2% | $5,439+7.6% |
| Admin fee / account holder | $64,912 | $5,710+1036.7% | $4,906+1223.2% | $10,885+496.3% |