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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 | $147,548 | $60,139+145.3% | $90,461+63.1% | $79,856+84.8% |
| Participation rate | 88.4% | 65.0%+23.4pp | 72.7%+15.7pp | 69.6%+18.7pp |
| Annual return | 14.14% | 71.96%-57.8pp | 1294.76%-1280.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $6,743 | $2,069+225.9% | $3,264+106.6% | $2,471+172.8% |
| Participant deferral / active EE | $7,194 | $2,939+144.8% | $3,964+81.5% | $3,741+92.3% |
| Admin fee / account holder | $3,661 | $3,978-8.0% | $5,617-34.8% | $5,306-31.0% |