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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 | $169,192 | $60,119+181.4% | $90,430+87.1% | $79,858+111.9% |
| Participation rate | 90.6% | 65.0%+25.6pp | 72.7%+17.9pp | 69.6%+21.0pp |
| Annual return | 17.89% | 71.94%-54.1pp | 1293.73%-1275.8pp | 31.72%-13.8pp |
| Employer contribution / active EE | $3,481 | $2,068+68.4% | $3,262+6.7% | $2,471+40.9% |
| Participant deferral / active EE | $5,409 | $2,938+84.1% | $3,963+36.5% | $3,740+44.6% |
| Admin fee / account holder | $1,002 | $3,976-74.8% | $5,613-82.1% | $5,306-81.1% |