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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 | $168,879 | $88,778+90.2% | $81,844+106.3% | $145,884+15.8% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 12.64% | 1033.03%-1020.4pp | 778.87%-766.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,221 | $3,087-60.5% | $2,916-58.1% | $4,662-73.8% |
| Participant deferral / active EE | $6,329 | $4,648+36.2% | $4,323+46.4% | $6,690-5.4% |
| Admin fee / account holder | $12,173 | $8,430+44.4% | $7,355+65.5% | $13,392-9.1% |