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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 | $117,667 | $60,128+95.7% | $90,440+30.1% | $79,852+47.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.01% | 71.95%-59.9pp | 1294.38%-1282.4pp | 31.72%-19.7pp |
| Employer contribution / active EE | $5,279 | $2,068+155.2% | $3,263+61.8% | $2,471+113.6% |
| Participant deferral / active EE | $9,021 | $2,939+207.0% | $3,964+127.6% | $3,740+141.2% |
| Admin fee / account holder | $2,237 | $3,977-43.8% | $5,615-60.2% | $5,306-57.8% |