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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 | $79,137 | $100,938-21.6% | $90,461-12.5% | $158,982-50.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 14.00% | 1727.20%-1713.2pp | 1294.76%-1280.8pp | 302.99%-289.0pp |
| Employer contribution / active EE | $2,212 | $3,691-40.1% | $3,264-32.2% | $4,763-53.6% |
| Participant deferral / active EE | $6,165 | $4,350+41.7% | $3,964+55.5% | $5,983+3.0% |
| Admin fee / account holder | $113,587 | $6,510+1644.9% | $5,617+1922.3% | $11,252+909.5% |