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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 | $182,789 | $135,956+34.4% | $123,894+47.5% | $273,972-33.3% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 4506.36% | 56.63%+4449.7pp | 47.52%+4458.8pp | 41.46%+4464.9pp |
| Employer contribution / active EE | $4,656 | $5,170-9.9% | $4,617+0.8% | $4,869-4.4% |
| Participant deferral / active EE | $8,704 | $6,343+37.2% | $5,984+45.4% | $5,287+64.6% |
| Admin fee / account holder | $1,387 | $9,817-85.9% | $8,357-83.4% | $10,133-86.3% |