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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 | $168,842 | $109,872+53.7% | $98,483+71.4% | $167,536+0.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.5pp | 82.1%+6.8pp |
| Annual return | 15.30% | 1959.31%-1944.0pp | 1494.38%-1479.1pp | 478.82%-463.5pp |
| Employer contribution / active EE | $2,785 | $3,225-13.6% | $2,961-5.9% | $4,839-42.4% |
| Participant deferral / active EE | $9,463 | $4,673+102.5% | $4,276+121.3% | $6,342+49.2% |
| Admin fee / account holder | $12,243 | $6,757+81.2% | $5,953+105.7% | $12,315-0.6% |