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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 | $91,173 | $60,139+51.6% | $90,461+0.8% | $79,856+14.2% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 18.56% | 71.96%-53.4pp | 1294.76%-1276.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,631 | $2,069-21.2% | $3,264-50.0% | $2,471-34.0% |
| Participant deferral / active EE | $3,379 | $2,939+15.0% | $3,964-14.8% | $3,741-9.7% |
| Admin fee / account holder | $7,548 | $3,978+89.7% | $5,617+34.4% | $5,306+42.2% |