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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 | $76,835 | $60,119+27.8% | $90,430-15.0% | $79,858-3.8% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 16.11% | 71.94%-55.8pp | 1293.73%-1277.6pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2,726 | $2,068+31.8% | $3,262-16.4% | $2,471+10.3% |
| Participant deferral / active EE | $4,540 | $2,938+54.5% | $3,963+14.6% | $3,740+21.4% |
| Admin fee / account holder | $2,269 | $3,976-42.9% | $5,613-59.6% | $5,306-57.2% |