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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 | $102,385+25.2% | $147,080-12.8% | $80,935+58.4% |
| Participation rate | 91.4% | 75.9%+15.6pp | 82.2%+9.2pp | 67.7%+23.8pp |
| Annual return | 19.21% | 135.09%-115.9pp | 420.17%-401.0pp | 35.66%-16.4pp |
| Employer contribution / active EE | $1,874 | $3,717-49.6% | $4,933-62.0% | $2,757-32.0% |
| Participant deferral / active EE | $9,730 | $6,651+46.3% | $8,066+20.6% | $4,299+126.3% |
| Admin fee / account holder | $436 | $7,951-94.5% | $12,989-96.6% | $6,924-93.7% |