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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 | $168,677 | $100,895+67.2% | $90,430+86.5% | $158,950+6.1% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.7%+6.3pp | 82.0%-3.0pp |
| Annual return | 16.61% | 1725.54%-1708.9pp | 1293.73%-1277.1pp | 302.91%-286.3pp |
| Employer contribution / active EE | $2,689 | $3,689-27.1% | $3,262-17.5% | $4,762-43.5% |
| Participant deferral / active EE | $5,649 | $4,347+30.0% | $3,963+42.6% | $5,983-5.6% |
| Admin fee / account holder | $23,645 | $6,505+263.5% | $5,613+321.2% | $11,248+110.2% |