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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 | $126,547 | $60,128+110.5% | $90,440+39.9% | $79,852+58.5% |
| Participation rate | 88.1% | 65.0%+23.1pp | 72.7%+15.4pp | 69.6%+18.5pp |
| Annual return | 17.76% | 71.95%-54.2pp | 1294.38%-1276.6pp | 31.72%-14.0pp |
| Employer contribution / active EE | $3,050 | $2,068+47.5% | $3,263-6.5% | $2,471+23.4% |
| Participant deferral / active EE | $11,344 | $2,939+286.0% | $3,964+186.2% | $3,740+203.3% |
| Admin fee / account holder | $11,282 | $3,977+183.6% | $5,615+100.9% | $5,306+112.6% |