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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 | $162,661 | $60,139+170.5% | $90,461+79.8% | $79,856+103.7% |
| Participation rate | 94.7% | 65.0%+29.7pp | 72.7%+22.0pp | 69.6%+25.1pp |
| Annual return | 25.52% | 71.96%-46.4pp | 1294.76%-1269.2pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,627 | $2,069+27.0% | $3,264-19.5% | $2,471+6.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $7,676 | $3,978+93.0% | $5,617+36.7% | $5,306+44.7% |