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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 | $132,579 | $60,139+120.5% | $90,461+46.6% | $79,856+66.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.57% | 71.96%-54.4pp | 1294.76%-1277.2pp | 31.71%-14.1pp |
| Employer contribution / active EE | $5,287 | $2,069+155.6% | $3,264+62.0% | $2,471+113.9% |
| Participant deferral / active EE | $9,815 | $2,939+234.0% | $3,964+147.6% | $3,741+162.4% |
| Admin fee / account holder | $3,347 | $3,978-15.9% | $5,617-40.4% | $5,306-36.9% |