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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 | $213,660 | $72,446+194.9% | $67,561+216.2% | $145,877+46.5% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 11.60% | 7211.98%-7200.4pp | 3525.44%-3513.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,417 | $3,072-21.3% | $2,735-11.6% | $4,663-48.2% |
| Participant deferral / active EE | $4,012 | $4,785-16.1% | $4,003+0.2% | $6,691-40.0% |
| Admin fee / account holder | $26,824 | $5,541+384.1% | $4,006+569.7% | $13,402+100.1% |