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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 | $31,877 | $96,388-66.9% | $80,627-60.5% | $139,466-77.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 23.68% | 1352.08%-1328.4pp | 936.76%-913.1pp | 373.66%-350.0pp |
| Employer contribution / active EE | $4,770 | $3,260+46.3% | $2,723+75.2% | $4,754+0.3% |
| Participant deferral / active EE | $19,388 | $5,224+271.1% | $4,443+336.4% | $6,712+188.9% |
| Admin fee / account holder | $2,719 | $6,603-58.8% | $5,381-49.5% | $11,409-76.2% |