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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 | $72,426+195.0% | $67,560+216.3% | $145,897+46.4% |
| Participation rate | 81.8% | 76.9%+4.9pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 11.60% | 7226.78%-7215.2pp | 3533.50%-3521.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,417 | $3,074-21.4% | $2,737-11.7% | $4,663-48.2% |
| Participant deferral / active EE | $4,012 | $4,785-16.2% | $4,004+0.2% | $6,689-40.0% |
| Admin fee / account holder | $26,824 | $5,514+386.5% | $3,994+571.6% | $13,390+100.3% |