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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 | $119,594 | $101,672+17.6% | $147,117-18.7% | $74,478+60.6% |
| Participation rate | 87.1% | 75.5%+11.6pp | 82.2%+4.9pp | 67.2%+19.9pp |
| Annual return | 13.18% | 8757.83%-8744.6pp | 420.54%-407.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,246 | $3,813-41.1% | $4,932-54.5% | $2,626-14.5% |
| Participant deferral / active EE | $4,791 | $7,305-34.4% | $8,065-40.6% | $4,350+10.1% |
| Admin fee / account holder | $13,863 | $1,753+690.8% | $12,993+6.7% | $1,946+612.5% |