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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 | $75,025 | $101,653-26.2% | $147,080-49.0% | $74,459+0.8% |
| Participation rate | 95.5% | 75.6%+19.9pp | 82.2%+13.3pp | 67.2%+28.3pp |
| Annual return | 16.42% | 8754.98%-8738.6pp | 420.17%-403.7pp | 1369.70%-1353.3pp |
| Employer contribution / active EE | $2,836 | $3,813-25.6% | $4,933-42.5% | $2,626+8.0% |
| Participant deferral / active EE | $15,985 | $7,304+118.8% | $8,066+98.2% | $4,350+267.5% |
| Admin fee / account holder | $10,443 | $1,752+496.2% | $12,989-19.6% | $1,945+437.0% |