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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 | $72,403+195.1% | $67,524+216.4% | $145,978+46.4% |
| Participation rate | 81.8% | 76.9%+4.9pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 11.60% | 7197.23%-7185.6pp | 3519.41%-3507.8pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,417 | $3,072-21.3% | $2,734-11.6% | $4,662-48.1% |
| Participant deferral / active EE | $4,012 | $4,782-16.1% | $4,001+0.3% | $6,690-40.0% |
| Admin fee / account holder | $26,824 | $5,541+384.1% | $4,001+570.5% | $13,400+100.2% |