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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 | $95,109 | $103,008-7.7% | $90,304+5.3% | $152,897-37.8% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.5%+9.9pp |
| Annual return | 18.24% | 95.22%-77.0pp | 78.13%-59.9pp | 345.43%-327.2pp |
| Employer contribution / active EE | $5,910 | $3,139+88.2% | $2,855+107.0% | $4,764+24.1% |
| Participant deferral / active EE | $2,385 | $4,281-44.3% | $3,885-38.6% | $5,851-59.2% |
| Admin fee / account holder | $882 | $6,175-85.7% | $5,354-83.5% | $11,599-92.4% |