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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 | $72,396+195.1% | $67,511+216.5% | $145,959+46.4% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 11.60% | 7194.07%-7182.5pp | 3517.41%-3505.8pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,417 | $3,071-21.3% | $2,733-11.5% | $4,661-48.1% |
| Participant deferral / active EE | $4,012 | $4,781-16.1% | $4,000+0.3% | $6,689-40.0% |
| Admin fee / account holder | $26,824 | $5,538+384.3% | $3,999+570.8% | $13,398+100.2% |