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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 | $119,787 | $88,754+35.0% | $81,820+46.4% | $145,877-17.9% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 15.64% | 1031.77%-1016.1pp | 777.93%-762.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,427 | $3,085-21.3% | $2,915-16.7% | $4,663-47.9% |
| Participant deferral / active EE | $7,202 | $4,648+55.0% | $4,323+66.6% | $6,691+7.7% |
| Admin fee / account holder | $184,603 | $8,424+2091.5% | $7,391+2397.8% | $13,402+1277.4% |