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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 | $88,778+92.8% | $81,844+109.2% | $145,884+17.3% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 19.27% | 1033.03%-1013.8pp | 778.87%-759.6pp | 551.85%-532.6pp |
| Employer contribution / active EE | $3,030 | $3,087-1.9% | $2,916+3.9% | $4,662-35.0% |
| Participant deferral / active EE | $4,248 | $4,648-8.6% | $4,323-1.8% | $6,690-36.5% |
| Admin fee / account holder | $39,188 | $8,430+364.9% | $7,355+432.8% | $13,392+192.6% |