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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 | $101,804 | $60,139+69.3% | $90,461+12.5% | $79,856+27.5% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 12.52% | 71.96%-59.4pp | 1294.76%-1282.2pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,601 | $2,069-22.6% | $3,264-50.9% | $2,471-35.2% |
| Participant deferral / active EE | $5,121 | $2,939+74.2% | $3,964+29.2% | $3,741+36.9% |
| Admin fee / account holder | $1,981 | $3,978-50.2% | $5,617-64.7% | $5,306-62.7% |