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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 | $100,940 | $77,157+30.8% | $108,405-6.9% | $85,851+17.6% |
| Participation rate | 78.6% | 74.7%+3.9pp | 80.1%-1.6pp | 69.3%+9.3pp |
| Annual return | 16.57% | 44.55%-28.0pp | 905.55%-889.0pp | 318.63%-302.1pp |
| Employer contribution / active EE | $624 | $2,379-73.8% | $3,559-82.5% | $2,565-75.7% |
| Participant deferral / active EE | $5,951 | $5,567+6.9% | $6,563-9.3% | $3,952+50.6% |
| Admin fee / account holder | $14,784 | $5,174+185.8% | $7,297+102.6% | $6,261+136.1% |