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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 | $70,260 | $109,344-35.7% | $89,400-21.4% | $158,950-55.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 105.73% | 345.73%-240.0pp | 245.64%-139.9pp | 302.91%-197.2pp |
| Employer contribution / active EE | $6,269 | $3,170+97.7% | $2,586+142.4% | $4,762+31.6% |
| Participant deferral / active EE | $15,978 | $4,599+247.4% | $3,890+310.7% | $5,983+167.1% |
| Admin fee / account holder | $38,360 | $6,154+523.3% | $4,882+685.8% | $11,248+241.0% |