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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 | $106,661 | $112,131-4.9% | $95,964+11.1% | $158,982-32.9% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 17.42% | 171.19%-153.8pp | 91.64%-74.2pp | 302.99%-285.6pp |
| Employer contribution / active EE | $1,452 | $3,199-54.6% | $2,541-42.9% | $4,763-69.5% |
| Participant deferral / active EE | $5,352 | $4,784+11.9% | $4,167+28.5% | $5,983-10.5% |
| Admin fee / account holder | $568 | $10,136-94.4% | $6,797-91.6% | $11,252-94.9% |