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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 | $165,156 | $88,778+86.0% | $81,844+101.8% | $145,884+13.2% |
| Participation rate | 76.9% | 75.1%+1.9pp | 72.4%+4.5pp | 80.3%-3.4pp |
| Annual return | 17.29% | 1033.03%-1015.7pp | 778.87%-761.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $585 | $3,087-81.0% | $2,916-79.9% | $4,662-87.4% |
| Participant deferral / active EE | $2,002 | $4,648-56.9% | $4,323-53.7% | $6,690-70.1% |
| Admin fee / account holder | $11,782 | $8,430+39.8% | $7,355+60.2% | $13,392-12.0% |