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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 | $84,805 | $60,139+41.0% | $90,461-6.3% | $79,856+6.2% |
| Participation rate | 95.0% | 65.0%+30.0pp | 72.7%+22.3pp | 69.6%+25.4pp |
| Annual return | 17.29% | 71.96%-54.7pp | 1294.76%-1277.5pp | 31.71%-14.4pp |
| Employer contribution / active EE | $7,063 | $2,069+241.4% | $3,264+116.4% | $2,471+185.8% |
| Participant deferral / active EE | $6,909 | $2,939+135.1% | $3,964+74.3% | $3,741+84.7% |
| Admin fee / account holder | $7,487 | $3,978+88.2% | $5,617+33.3% | $5,306+41.1% |