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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 | $162,211 | $109,872+47.6% | $98,483+64.7% | $167,536-3.2% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 9.85% | 1959.31%-1949.5pp | 1494.38%-1484.5pp | 478.82%-469.0pp |
| Employer contribution / active EE | $1,391 | $3,225-56.9% | $2,961-53.0% | $4,839-71.3% |
| Participant deferral / active EE | $2,362 | $4,673-49.5% | $4,276-44.8% | $6,342-62.8% |
| Admin fee / account holder | $77,276 | $6,757+1043.6% | $5,953+1198.2% | $12,315+527.5% |