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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 | $187,277 | $60,139+211.4% | $90,461+107.0% | $79,856+134.5% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 17.42% | 71.96%-54.5pp | 1294.76%-1277.3pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,490 | $2,069+117.0% | $3,264+37.6% | $2,471+81.7% |
| Participant deferral / active EE | $8,282 | $2,939+181.8% | $3,964+108.9% | $3,741+121.4% |
| Admin fee / account holder | $6,837 | $3,978+71.9% | $5,617+21.7% | $5,306+28.8% |