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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 | $108,413 | $70,587+53.6% | $124,693-13.1% | $85,847+26.3% |
| Participation rate | 95.3% | 64.4%+30.9pp | 74.6%+20.7pp | 69.3%+26.0pp |
| Annual return | 15.76% | 20688.83%-20673.1pp | 5144.19%-5128.4pp | 318.61%-302.8pp |
| Employer contribution / active EE | $2,849 | $1,913+48.9% | $3,324-14.3% | $2,565+11.0% |
| Participant deferral / active EE | $7,011 | $2,969+136.2% | $4,615+51.9% | $3,952+77.4% |
| Admin fee / account holder | $1,155 | $5,282-78.1% | $7,494-84.6% | $6,261-81.6% |