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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 | $106,894-15.9% | $84,016+7.0% | $152,870-41.2% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 18.16% | 104.99%-86.8pp | 71.31%-53.1pp | 345.34%-327.2pp |
| Employer contribution / active EE | $2,684 | $2,734-1.8% | $1,983+35.3% | $4,763-43.7% |
| Participant deferral / active EE | $7,996 | $4,011+99.4% | $3,239+146.9% | $5,850+36.7% |
| Admin fee / account holder | $438 | $8,286-94.7% | $6,101-92.8% | $11,597-96.2% |