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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 | $95,334 | $289,211-67.0% | $260,467-63.4% | $198,609-52.0% |
| Participation rate | 85.7% | 83.1%+2.6pp | 80.5%+5.3pp | 82.4%+3.3pp |
| Annual return | 18.93% | 112.90%-94.0pp | 100.60%-81.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $3,314 | $4,663-28.9% | $4,239-21.8% | $5,055-34.4% |
| Participant deferral / active EE | $6,879 | $6,812+1.0% | $6,319+8.9% | $6,977-1.4% |
| Admin fee / account holder | $841 | $16,236-94.8% | $15,461-94.6% | $19,030-95.6% |