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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 | $110,438 | $60,128+83.7% | $90,440+22.1% | $79,852+38.3% |
| Participation rate | 93.0% | 65.0%+28.0pp | 72.7%+20.3pp | 69.6%+23.4pp |
| Annual return | 20.18% | 71.95%-51.8pp | 1294.38%-1274.2pp | 31.72%-11.5pp |
| Employer contribution / active EE | $2,838 | $2,068+37.2% | $3,263-13.0% | $2,471+14.9% |
| Participant deferral / active EE | $5,953 | $2,939+102.6% | $3,964+50.2% | $3,740+59.1% |
| Admin fee / account holder | $5,295 | $3,977+33.1% | $5,615-5.7% | $5,306-0.2% |