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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 | $99,274 | $102,393-3.0% | $147,041-32.5% | $80,911+22.7% |
| Participation rate | 97.6% | 75.9%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 18.82% | 134.95%-116.1pp | 419.21%-400.4pp | 35.63%-16.8pp |
| Employer contribution / active EE | $4,091 | $3,715+10.1% | $4,935-17.1% | $2,756+48.5% |
| Participant deferral / active EE | $12,350 | $6,647+85.8% | $8,071+53.0% | $4,297+187.4% |
| Admin fee / account holder | $662 | $7,943-91.7% | $13,006-94.9% | $6,935-90.5% |