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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 | $80,740 | $48,337+67.0% | $67,560+19.5% | $80,959-0.3% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.7%+28.6pp |
| Annual return | 11.67% | 18.26%-6.6pp | 3533.50%-3521.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $3,367 | $2,023+66.5% | $2,737+23.0% | $2,757+22.1% |
| Participant deferral / active EE | $5,672 | $2,928+93.7% | $4,004+41.7% | $4,300+31.9% |
| Admin fee / account holder | $14,199 | $3,695+284.2% | $3,994+255.5% | $6,925+105.0% |