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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 | $109,386 | $60,128+81.9% | $90,440+20.9% | $79,852+37.0% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 20.38% | 71.95%-51.6pp | 1294.38%-1274.0pp | 31.72%-11.3pp |
| Employer contribution / active EE | $5,887 | $2,068+184.6% | $3,263+80.4% | $2,471+138.2% |
| Participant deferral / active EE | $8,496 | $2,939+189.1% | $3,964+114.4% | $3,740+127.1% |
| Admin fee / account holder | $1,514 | $3,977-61.9% | $5,615-73.0% | $5,306-71.5% |