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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 | $88,515 | $108,701-18.6% | $74,723+18.5% | $152,909-42.1% |
| Participation rate | 85.7% | 65.4%+20.4pp | 54.5%+31.3pp | 82.5%+3.3pp |
| Annual return | 28.75% | 114.12%-85.4pp | 753.18%-724.4pp | 345.46%-316.7pp |
| Employer contribution / active EE | $1,199 | $1,504-20.3% | $1,084+10.6% | $4,764-74.8% |
| Participant deferral / active EE | $5,170 | $2,709+90.9% | $1,962+163.6% | $5,851-11.6% |
| Admin fee / account holder | $619 | $4,906-87.4% | $3,335-81.4% | $11,601-94.7% |