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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 | $116,272 | $72,465+60.5% | $67,575+72.1% | $145,884-20.3% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 17.75% | 7222.56%-7204.8pp | 3528.98%-3511.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,682 | $3,074-45.3% | $2,736-38.5% | $4,662-63.9% |
| Participant deferral / active EE | $2,374 | $4,786-50.4% | $4,003-40.7% | $6,690-64.5% |
| Admin fee / account holder | $17,357 | $5,515+214.7% | $3,993+334.7% | $13,392+29.6% |