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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 | $97,267 | $99,995-2.7% | $85,063+14.3% | $145,978-33.4% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.4pp |
| Annual return | 13.39% | 83.99%-70.6pp | 66.54%-53.1pp | 550.52%-537.1pp |
| Employer contribution / active EE | $2,109 | $3,231-34.7% | $2,727-22.7% | $4,662-54.8% |
| Participant deferral / active EE | $6,466 | $5,295+22.1% | $4,523+43.0% | $6,690-3.3% |
| Admin fee / account holder | $1,026 | $7,255-85.9% | $6,155-83.3% | $13,400-92.3% |