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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 | $172,085 | $112,121+53.5% | $95,960+79.3% | $158,966+8.3% |
| Participation rate | 95.5% | 79.0%+16.5pp | 77.1%+18.4pp | 82.0%+13.5pp |
| Annual return | 7.44% | 171.16%-163.7pp | 91.63%-84.2pp | 302.95%-295.5pp |
| Employer contribution / active EE | $3,352 | $3,199+4.8% | $2,541+31.9% | $4,762-29.6% |
| Participant deferral / active EE | $3,658 | $4,784-23.5% | $4,167-12.2% | $5,983-38.9% |
| Admin fee / account holder | $40,203 | $10,135+296.7% | $6,797+491.5% | $11,250+257.4% |