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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 | $125,587 | $60,119+108.9% | $90,414+38.9% | $79,860+57.3% |
| Participation rate | 74.1% | 65.0%+9.1pp | 72.7%+1.4pp | 69.6%+4.4pp |
| Annual return | 18.96% | 71.94%-53.0pp | 1293.19%-1274.2pp | 31.72%-12.8pp |
| Employer contribution / active EE | $3,280 | $2,068+58.6% | $3,262+0.6% | $2,471+32.8% |
| Participant deferral / active EE | $3,876 | $2,938+31.9% | $3,963-2.2% | $3,740+3.6% |
| Admin fee / account holder | $1,865 | $3,976-53.1% | $5,611-66.8% | $5,306-64.9% |