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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 | $131,712 | $58,391+125.6% | $76,667+71.8% | $72,976+80.5% |
| Participation rate | 90.7% | 67.4%+23.4pp | 72.1%+18.6pp | 69.5%+21.3pp |
| Annual return | 17.14% | 2306.65%-2289.5pp | 1166.74%-1149.6pp | 81.02%-63.9pp |
| Employer contribution / active EE | $779 | $1,787-56.4% | $2,303-66.2% | $2,440-68.1% |
| Participant deferral / active EE | $5,432 | $2,690+101.9% | $3,336+62.8% | $3,608+50.6% |
| Admin fee / account holder | $15,667 | $4,014+290.3% | $6,423+143.9% | $5,124+205.8% |