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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 | $96,745 | $106,008-8.7% | $92,240+4.9% | $147,586-34.4% |
| Participation rate | 94.4% | 80.4%+14.0pp | 76.5%+18.0pp | 82.8%+11.6pp |
| Annual return | 17.78% | 50.05%-32.3pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $10,606 | $4,333+144.7% | $3,680+188.2% | $4,876+117.5% |
| Participant deferral / active EE | $9,229 | $4,478+106.1% | $3,897+136.8% | $5,439+69.7% |
| Admin fee / account holder | $827 | $6,333-86.9% | $5,194-84.1% | $10,886-92.4% |