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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 | $84,761 | $60,139+40.9% | $90,461-6.3% | $79,856+6.1% |
| Participation rate | 92.9% | 65.0%+27.9pp | 72.7%+20.2pp | 69.6%+23.2pp |
| Annual return | 16.94% | 71.96%-55.0pp | 1294.76%-1277.8pp | 31.71%-14.8pp |
| Employer contribution / active EE | $8,693 | $2,069+320.2% | $3,264+166.3% | $2,471+251.8% |
| Participant deferral / active EE | $5,979 | $2,939+103.4% | $3,964+50.8% | $3,741+59.8% |
| Admin fee / account holder | $3,169 | $3,978-20.4% | $5,617-43.6% | $5,306-40.3% |