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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 | $97,464 | $77,157+26.3% | $108,405-10.1% | $85,851+13.5% |
| Participation rate | 91.4% | 74.7%+16.8pp | 80.1%+11.3pp | 69.3%+22.1pp |
| Annual return | 15.91% | 44.55%-28.6pp | 905.55%-889.6pp | 318.63%-302.7pp |
| Employer contribution / active EE | $1,068 | $2,379-55.1% | $3,559-70.0% | $2,565-58.4% |
| Participant deferral / active EE | $5,989 | $5,567+7.6% | $6,563-8.7% | $3,952+51.5% |
| Admin fee / account holder | $757 | $5,174-85.4% | $7,297-89.6% | $6,261-87.9% |