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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 | $206,680 | $72,426+185.4% | $67,560+205.9% | $145,897+41.7% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 10.45% | 7226.78%-7216.3pp | 3533.50%-3523.1pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,951 | $3,074-4.0% | $2,737+7.8% | $4,663-36.7% |
| Participant deferral / active EE | $8,755 | $4,785+83.0% | $4,004+118.6% | $6,689+30.9% |
| Admin fee / account holder | $21,079 | $5,514+282.3% | $3,994+427.8% | $13,390+57.4% |