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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 | $85,665 | $60,139+42.4% | $90,461-5.3% | $79,856+7.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.77% | 71.96%-53.2pp | 1294.76%-1276.0pp | 31.71%-12.9pp |
| Employer contribution / active EE | $2,084 | $2,069+0.7% | $3,264-36.2% | $2,471-15.7% |
| Participant deferral / active EE | $3,267 | $2,939+11.2% | $3,964-17.6% | $3,741-12.7% |
| Admin fee / account holder | $8,526 | $3,978+114.3% | $5,617+51.8% | $5,306+60.7% |