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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 | $102,041 | $60,119+69.7% | $90,430+12.8% | $79,858+27.8% |
| Participation rate | 83.1% | 65.0%+18.1pp | 72.7%+10.4pp | 69.6%+13.4pp |
| Annual return | 15.09% | 71.94%-56.8pp | 1293.73%-1278.6pp | 31.72%-16.6pp |
| Employer contribution / active EE | $2,787 | $2,068+34.8% | $3,262-14.6% | $2,471+12.8% |
| Participant deferral / active EE | $1,497 | $2,938-49.0% | $3,963-62.2% | $3,740-60.0% |
| Admin fee / account holder | $10,032 | $3,976+152.3% | $5,613+78.7% | $5,306+89.1% |