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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 | $143,585 | $60,139+138.8% | $90,461+58.7% | $79,856+79.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.94% | 71.96%-57.0pp | 1294.76%-1279.8pp | 31.71%-16.8pp |
| Employer contribution / active EE | $5,365 | $2,069+159.3% | $3,264+64.4% | $2,471+117.1% |
| Participant deferral / active EE | $7,774 | $2,939+164.5% | $3,964+96.1% | $3,741+107.8% |
| Admin fee / account holder | $886 | $3,978-77.7% | $5,617-84.2% | $5,306-83.3% |