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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 | $70,738 | $60,128+17.6% | $90,440-21.8% | $79,852-11.4% |
| Participation rate | 96.2% | 65.0%+31.2pp | 72.7%+23.5pp | 69.6%+26.5pp |
| Annual return | 12.17% | 71.95%-59.8pp | 1294.38%-1282.2pp | 31.72%-19.6pp |
| Employer contribution / active EE | $4,406 | $2,068+113.0% | $3,263+35.0% | $2,471+78.3% |
| Participant deferral / active EE | $3,851 | $2,939+31.1% | $3,964-2.8% | $3,740+3.0% |
| Admin fee / account holder | $5,965 | $3,977+50.0% | $5,615+6.2% | $5,306+12.4% |