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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 | $158,830 | $60,139+164.1% | $90,461+75.6% | $79,856+98.9% |
| Participation rate | 98.0% | 65.0%+33.0pp | 72.7%+25.3pp | 69.6%+28.3pp |
| Annual return | 19.77% | 71.96%-52.2pp | 1294.76%-1275.0pp | 31.71%-11.9pp |
| Employer contribution / active EE | $12,399 | $2,069+499.3% | $3,264+279.9% | $2,471+401.7% |
| Participant deferral / active EE | $16,184 | $2,939+450.7% | $3,964+308.2% | $3,741+332.6% |
| Admin fee / account holder | $799 | $3,978-79.9% | $5,617-85.8% | $5,306-84.9% |