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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 | $108,329 | $60,139+80.1% | $90,461+19.8% | $79,856+35.7% |
| Participation rate | 94.4% | 65.0%+29.5pp | 72.7%+21.8pp | 69.6%+24.8pp |
| Annual return | 19.03% | 71.96%-52.9pp | 1294.76%-1275.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,556 | $2,069+23.5% | $3,264-21.7% | $2,471+3.4% |
| Participant deferral / active EE | $6,221 | $2,939+111.7% | $3,964+56.9% | $3,741+66.3% |
| Admin fee / account holder | $6,950 | $3,978+74.7% | $5,617+23.7% | $5,306+31.0% |