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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 | $100,089 | $60,139+66.4% | $90,461+10.6% | $79,856+25.3% |
| Participation rate | 89.5% | 65.0%+24.5pp | 72.7%+16.8pp | 69.6%+19.8pp |
| Annual return | 12.94% | 71.96%-59.0pp | 1294.76%-1281.8pp | 31.71%-18.8pp |
| Employer contribution / active EE | $6,870 | $2,069+232.1% | $3,264+110.5% | $2,471+178.0% |
| Participant deferral / active EE | $7,842 | $2,939+166.9% | $3,964+97.8% | $3,741+109.7% |
| Admin fee / account holder | $18,572 | $3,978+366.8% | $5,617+230.7% | $5,306+250.0% |