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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 | $97,432 | $60,119+62.1% | $90,430+7.7% | $79,858+22.0% |
| Participation rate | 76.6% | 65.0%+11.6pp | 72.7%+3.9pp | 69.6%+7.0pp |
| Annual return | 11.95% | 71.94%-60.0pp | 1293.73%-1281.8pp | 31.72%-19.8pp |
| Employer contribution / active EE | $4,368 | $2,068+111.3% | $3,262+33.9% | $2,471+76.8% |
| Participant deferral / active EE | $5,120 | $2,938+74.3% | $3,963+29.2% | $3,740+36.9% |
| Admin fee / account holder | $3,627 | $3,976-8.8% | $5,613-35.4% | $5,306-31.6% |