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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 | $128,210 | $102,393+25.2% | $147,041-12.8% | $80,911+58.5% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 19.21% | 134.95%-115.7pp | 419.21%-400.0pp | 35.63%-16.4pp |
| Employer contribution / active EE | $1,874 | $3,715-49.6% | $4,935-62.0% | $2,756-32.0% |
| Participant deferral / active EE | $9,730 | $6,647+46.4% | $8,071+20.6% | $4,297+126.4% |
| Admin fee / account holder | $436 | $7,943-94.5% | $13,006-96.6% | $6,935-93.7% |