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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 | $124,171 | $60,139+106.5% | $90,461+37.3% | $79,856+55.5% |
| Participation rate | 96.6% | 65.0%+31.6pp | 72.7%+23.9pp | 69.6%+26.9pp |
| Annual return | 21.24% | 71.96%-50.7pp | 1294.76%-1273.5pp | 31.71%-10.5pp |
| Employer contribution / active EE | $11,053 | $2,069+434.3% | $3,264+238.7% | $2,471+347.3% |
| Participant deferral / active EE | $8,783 | $2,939+198.8% | $3,964+121.5% | $3,741+134.8% |
| Admin fee / account holder | $7,100 | $3,978+78.5% | $5,617+26.4% | $5,306+33.8% |