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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 | $151,580 | $60,119+152.1% | $90,430+67.6% | $79,858+89.8% |
| Participation rate | 94.4% | 65.0%+29.5pp | 72.7%+21.8pp | 69.6%+24.8pp |
| Annual return | 14.12% | 71.94%-57.8pp | 1293.73%-1279.6pp | 31.72%-17.6pp |
| Employer contribution / active EE | $5,778 | $2,068+179.4% | $3,262+77.1% | $2,471+133.8% |
| Participant deferral / active EE | $6,841 | $2,938+132.9% | $3,963+72.6% | $3,740+82.9% |
| Admin fee / account holder | $14,953 | $3,976+276.1% | $5,613+166.4% | $5,306+181.8% |