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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 | $54,649 | $60,139-9.1% | $90,461-39.6% | $79,856-31.6% |
| Participation rate | 93.3% | 65.0%+28.3pp | 72.7%+20.6pp | 69.6%+23.7pp |
| Annual return | 12.35% | 71.96%-59.6pp | 1294.76%-1282.4pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,169 | $2,069+53.2% | $3,264-2.9% | $2,471+28.2% |
| Participant deferral / active EE | $3,723 | $2,939+26.7% | $3,964-6.1% | $3,741-0.5% |
| Admin fee / account holder | $2,544 | $3,978-36.1% | $5,617-54.7% | $5,306-52.1% |