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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 | $143,932 | $85,171+69.0% | $172,753-16.7% | $72,976+97.2% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 16.31% | 27.32%-11.0pp | 803.00%-786.7pp | 81.02%-64.7pp |
| Employer contribution / active EE | $2,737 | $3,324-17.7% | $5,144-46.8% | $2,440+12.2% |
| Participant deferral / active EE | $2,573 | $3,260-21.1% | $5,198-50.5% | $3,608-28.7% |
| Admin fee / account holder | $27,884 | $5,880+374.2% | $13,956+99.8% | $5,124+444.2% |