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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 | $86,994 | $80,812+7.6% | $160,784-45.9% | $82,448+5.5% |
| Participation rate | 92.3% | 66.2%+26.1pp | 77.0%+15.4pp | 68.1%+24.2pp |
| Annual return | 17.51% | 100.59%-83.1pp | 1803.92%-1786.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,103 | $2,174-3.3% | $3,733-43.7% | $2,551-17.6% |
| Participant deferral / active EE | $8,841 | $4,335+103.9% | $6,293+40.5% | $4,139+113.6% |
| Admin fee / account holder | $15,540 | $7,695+101.9% | $9,717+59.9% | $7,234+114.8% |