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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 | $168,313 | $70,587+138.4% | $124,693+35.0% | $85,847+96.1% |
| Participation rate | 84.6% | 64.4%+20.2pp | 74.6%+10.0pp | 69.3%+15.3pp |
| Annual return | 11.72% | 20688.83%-20677.1pp | 5144.19%-5132.5pp | 318.61%-306.9pp |
| Employer contribution / active EE | $3,578 | $1,913+87.0% | $3,324+7.6% | $2,565+39.5% |
| Participant deferral / active EE | $6,550 | $2,969+120.6% | $4,615+41.9% | $3,952+65.7% |
| Admin fee / account holder | $12,666 | $5,282+139.8% | $7,494+69.0% | $6,261+102.3% |