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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 | $123,621 | $60,139+105.6% | $90,461+36.7% | $79,856+54.8% |
| Participation rate | 91.6% | 65.0%+26.6pp | 72.7%+18.9pp | 69.6%+21.9pp |
| Annual return | 17.00% | 71.96%-55.0pp | 1294.76%-1277.8pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,721 | $2,069+31.5% | $3,264-16.6% | $2,471+10.1% |
| Participant deferral / active EE | $6,192 | $2,939+110.7% | $3,964+56.2% | $3,741+65.5% |
| Admin fee / account holder | $2,159 | $3,978-45.7% | $5,617-61.6% | $5,306-59.3% |