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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 | $99,756 | $108,882-8.4% | $96,754+3.1% | $154,746-35.5% |
| Participation rate | 92.9% | 75.1%+17.8pp | 70.3%+22.6pp | 80.7%+12.2pp |
| Annual return | 41.18% | 98.39%-57.2pp | 82.04%-40.9pp | 172.34%-131.2pp |
| Employer contribution / active EE | $3,278 | $3,018+8.6% | $2,679+22.3% | $4,379-25.1% |
| Participant deferral / active EE | $11,861 | $5,323+122.8% | $4,758+149.3% | $6,730+76.2% |
| Admin fee / account holder | $921 | $10,200-91.0% | $8,905-89.7% | $14,365-93.6% |