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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 | $181,783 | $101,653+78.8% | $147,080+23.6% | $74,459+144.1% |
| Participation rate | 91.1% | 75.6%+15.5pp | 82.2%+8.9pp | 67.2%+23.8pp |
| Annual return | 14.81% | 8754.98%-8740.2pp | 420.17%-405.4pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $1,167 | $3,813-69.4% | $4,933-76.3% | $2,626-55.5% |
| Participant deferral / active EE | $13,715 | $7,304+87.8% | $8,066+70.0% | $4,350+215.3% |
| Admin fee / account holder | $1,289 | $1,752-26.4% | $12,989-90.1% | $1,945-33.7% |