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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 | $81,619 | $55,470+47.1% | $155,556-47.5% | $74,478+9.6% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.8pp | 67.2%+31.8pp |
| Annual return | 12.39% | 269.80%-257.4pp | 64.84%-52.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $6,049 | $2,267+166.9% | $4,675+29.4% | $2,626+130.3% |
| Participant deferral / active EE | $4,626 | $2,838+63.0% | $5,631-17.8% | $4,350+6.3% |
| Admin fee / account holder | $31,345 | $1,744+1697.1% | $15,885+97.3% | $1,946+1510.9% |