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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 | $182,141 | $102,635+77.5% | $86,209+111.3% | $139,456+30.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 12.94% | 1923.53%-1910.6pp | 1169.05%-1156.1pp | 373.45%-360.5pp |
| Employer contribution / active EE | $1,701 | $3,034-44.0% | $2,381-28.6% | $4,753-64.2% |
| Participant deferral / active EE | $6,266 | $4,677+34.0% | $3,986+57.2% | $6,711-6.6% |
| Admin fee / account holder | $6,791 | $8,661-21.6% | $6,853-0.9% | $11,407-40.5% |