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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 | $82,626 | $109,905-24.8% | $98,506-16.1% | $167,553-50.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 14.89% | 1960.20%-1945.3pp | 1494.92%-1480.0pp | 478.89%-464.0pp |
| Employer contribution / active EE | $3,575 | $3,226+10.8% | $2,961+20.7% | $4,840-26.1% |
| Participant deferral / active EE | $2,569 | $4,674-45.0% | $4,277-39.9% | $6,343-59.5% |
| Admin fee / account holder | $36,434 | $6,760+439.0% | $5,955+511.9% | $12,316+195.8% |