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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 | $60,119+145.4% | $90,414+63.2% | $79,860+84.8% |
| Participation rate | 88.4% | 65.0%+23.4pp | 72.7%+15.7pp | 69.6%+18.7pp |
| Annual return | 14.14% | 71.94%-57.8pp | 1293.19%-1279.1pp | 31.72%-17.6pp |
| Employer contribution / active EE | $6,743 | $2,068+226.1% | $3,262+106.7% | $2,471+172.9% |
| Participant deferral / active EE | $7,194 | $2,938+144.9% | $3,963+81.5% | $3,740+92.3% |
| Admin fee / account holder | $3,661 | $3,976-7.9% | $5,611-34.8% | $5,306-31.0% |