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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 | $60,119+170.6% | $90,414+79.9% | $79,860+103.7% |
| Participation rate | 94.7% | 65.0%+29.8pp | 72.7%+22.1pp | 69.6%+25.1pp |
| Annual return | 25.52% | 71.94%-46.4pp | 1293.19%-1267.7pp | 31.72%-6.2pp |
| Employer contribution / active EE | $2,627 | $2,068+27.0% | $3,262-19.5% | $2,471+6.3% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,676 | $3,976+93.1% | $5,611+36.8% | $5,306+44.7% |