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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 | $178,276 | $76,519+133.0% | $56,025+218.2% | $145,897+22.2% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.8pp | 80.3%+3.0pp |
| Annual return | 14.19% | 3017.03%-3002.8pp | 1712.69%-1698.5pp | 552.29%-538.1pp |
| Employer contribution / active EE | $8,009 | $1,383+479.0% | $1,042+668.9% | $4,663+71.8% |
| Participant deferral / active EE | $1,053 | $2,624-59.9% | $1,955-46.1% | $6,689-84.3% |
| Admin fee / account holder | $9,798 | $3,331+194.2% | $2,828+246.4% | $13,390-26.8% |