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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 | $88,060 | $60,139+46.4% | $90,461-2.7% | $79,856+10.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.22% | 71.96%-58.7pp | 1294.76%-1281.5pp | 31.71%-18.5pp |
| Employer contribution / active EE | $3,101 | $2,069+49.9% | $3,264-5.0% | $2,471+25.5% |
| Participant deferral / active EE | $3,974 | $2,939+35.2% | $3,964+0.2% | $3,741+6.2% |
| Admin fee / account holder | $576 | $3,978-85.5% | $5,617-89.7% | $5,306-89.1% |