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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 | $62,337 | $60,139+3.7% | $90,461-31.1% | $79,856-21.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.16% | 71.96%-54.8pp | 1294.76%-1277.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $5,724 | $2,069+176.7% | $3,264+75.4% | $2,471+131.6% |
| Participant deferral / active EE | $4,150 | $2,939+41.2% | $3,964+4.7% | $3,741+11.0% |
| Admin fee / account holder | $2,268 | $3,978-43.0% | $5,617-59.6% | $5,306-57.3% |