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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 | $89,894 | $106,923-15.9% | $84,023+7.0% | $152,909-41.2% |
| Participation rate | 91.7% | 75.3%+16.4pp | 69.0%+22.6pp | 82.5%+9.2pp |
| Annual return | 18.16% | 105.02%-86.9pp | 71.32%-53.2pp | 345.46%-327.3pp |
| Employer contribution / active EE | $2,684 | $2,735-1.9% | $1,984+35.3% | $4,764-43.7% |
| Participant deferral / active EE | $7,996 | $4,013+99.3% | $3,239+146.9% | $5,851+36.7% |
| Admin fee / account holder | $438 | $8,289-94.7% | $6,102-92.8% | $11,601-96.2% |