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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 | $93,452 | $60,128+55.4% | $90,440+3.3% | $79,852+17.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 14.58% | 71.95%-57.4pp | 1294.38%-1279.8pp | 31.72%-17.1pp |
| Employer contribution / active EE | $3,682 | $2,068+78.0% | $3,263+12.8% | $2,471+49.0% |
| Participant deferral / active EE | $5,436 | $2,939+85.0% | $3,964+37.1% | $3,740+45.3% |
| Admin fee / account holder | $1,733 | $3,977-56.4% | $5,615-69.1% | $5,306-67.3% |