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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 | $84,237 | $60,119+40.1% | $90,430-6.8% | $79,858+5.5% |
| Participation rate | 96.3% | 65.0%+31.3pp | 72.7%+23.6pp | 69.6%+26.7pp |
| Annual return | 20.29% | 71.94%-51.6pp | 1293.73%-1273.4pp | 31.72%-11.4pp |
| Employer contribution / active EE | $4,258 | $2,068+105.9% | $3,262+30.5% | $2,471+72.3% |
| Participant deferral / active EE | $10,344 | $2,938+252.1% | $3,963+161.0% | $3,740+176.6% |
| Admin fee / account holder | $1,931 | $3,976-51.4% | $5,613-65.6% | $5,306-63.6% |