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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 | $86,424 | $60,139+43.7% | $90,461-4.5% | $79,856+8.2% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 14.63% | 71.96%-57.3pp | 1294.76%-1280.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,076 | $2,069+0.3% | $3,264-36.4% | $2,471-16.0% |
| Participant deferral / active EE | $2,726 | $2,939-7.3% | $3,964-31.2% | $3,741-27.1% |
| Admin fee / account holder | $1,439 | $3,978-63.8% | $5,617-74.4% | $5,306-72.9% |