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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 | $171,194 | $88,815+92.8% | $81,882+109.1% | $145,897+17.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 19.27% | 1033.75%-1014.5pp | 779.47%-760.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $3,030 | $3,086-1.8% | $2,916+3.9% | $4,663-35.0% |
| Participant deferral / active EE | $4,248 | $4,647-8.6% | $4,323-1.7% | $6,689-36.5% |
| Admin fee / account holder | $39,188 | $8,434+364.6% | $7,360+432.5% | $13,390+192.7% |