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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 | $108,967 | $185,225-41.2% | $142,898-23.7% | $167,536-35.0% |
| Participation rate | 82.4% | 78.5%+3.9pp | 72.0%+10.4pp | 82.1%+0.2pp |
| Annual return | 12.11% | 8558.12%-8546.0pp | 5639.64%-5627.5pp | 478.82%-466.7pp |
| Employer contribution / active EE | $4,431 | $5,607-21.0% | $4,146+6.9% | $4,839-8.4% |
| Participant deferral / active EE | $4,267 | $4,496-5.1% | $3,838+11.2% | $6,342-32.7% |
| Admin fee / account holder | $52,913 | $8,032+558.8% | $6,560+706.6% | $12,315+329.7% |