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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 | $64,320 | $60,139+7.0% | $90,461-28.9% | $79,856-19.5% |
| Participation rate | 88.6% | 65.0%+23.6pp | 72.7%+15.9pp | 69.6%+18.9pp |
| Annual return | 15.48% | 71.96%-56.5pp | 1294.76%-1279.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $4,402 | $2,069+112.8% | $3,264+34.9% | $2,471+78.1% |
| Participant deferral / active EE | $4,068 | $2,939+38.4% | $3,964+2.6% | $3,741+8.8% |
| Admin fee / account holder | $3,653 | $3,978-8.2% | $5,617-35.0% | $5,306-31.2% |