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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 | $101,539+79.0% | $147,041+23.6% | $74,400+144.3% |
| Participation rate | 91.1% | 75.5%+15.5pp | 82.2%+8.9pp | 67.2%+23.9pp |
| Annual return | 14.81% | 8740.84%-8726.0pp | 419.21%-404.4pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $1,167 | $3,811-69.4% | $4,935-76.3% | $2,624-55.5% |
| Participant deferral / active EE | $13,715 | $7,304+87.8% | $8,071+69.9% | $4,348+215.4% |
| Admin fee / account holder | $1,289 | $1,749-26.3% | $13,006-90.1% | $1,944-33.7% |