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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 | $117,460 | $60,139+95.3% | $90,461+29.8% | $79,856+47.1% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 20.29% | 71.96%-51.7pp | 1294.76%-1274.5pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,419 | $2,069+16.9% | $3,264-25.9% | $2,471-2.1% |
| Participant deferral / active EE | $9,807 | $2,939+233.7% | $3,964+147.4% | $3,741+162.2% |
| Admin fee / account holder | $3,341 | $3,978-16.0% | $5,617-40.5% | $5,306-37.0% |