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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 | $88,815+34.9% | $81,882+46.3% | $145,897-17.9% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 15.64% | 1033.75%-1018.1pp | 779.47%-763.8pp | 552.29%-536.6pp |
| Employer contribution / active EE | $2,427 | $3,086-21.4% | $2,916-16.8% | $4,663-47.9% |
| Participant deferral / active EE | $7,202 | $4,647+55.0% | $4,323+66.6% | $6,689+7.7% |
| Admin fee / account holder | $184,603 | $8,434+2088.7% | $7,360+2408.3% | $13,390+1278.6% |