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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 | $107,914 | $60,139+79.4% | $90,461+19.3% | $79,856+35.1% |
| Participation rate | 96.7% | 65.0%+31.7pp | 72.7%+24.0pp | 69.6%+27.0pp |
| Annual return | 13.53% | 71.96%-58.4pp | 1294.76%-1281.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,296 | $2,069+107.7% | $3,264+31.6% | $2,471+73.8% |
| Participant deferral / active EE | $5,405 | $2,939+83.9% | $3,964+36.3% | $3,741+44.5% |
| Admin fee / account holder | $3,259 | $3,978-18.1% | $5,617-42.0% | $5,306-38.6% |