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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 | $90,598 | $60,139+50.6% | $90,461+0.2% | $79,856+13.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.01% | 71.96%-53.9pp | 1294.76%-1276.8pp | 31.71%-13.7pp |
| Employer contribution / active EE | $5,072 | $2,069+145.2% | $3,264+55.4% | $2,471+105.2% |
| Participant deferral / active EE | $1,193 | $2,939-59.4% | $3,964-69.9% | $3,741-68.1% |
| Admin fee / account holder | $4,680 | $3,978+17.6% | $5,617-16.7% | $5,306-11.8% |