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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 | $102,385-3.0% | $147,080-32.5% | $80,935+22.7% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 18.82% | 135.09%-116.3pp | 420.17%-401.3pp | 35.66%-16.8pp |
| Employer contribution / active EE | $4,091 | $3,717+10.1% | $4,933-17.1% | $2,757+48.4% |
| Participant deferral / active EE | $12,350 | $6,651+85.7% | $8,066+53.1% | $4,299+187.2% |
| Admin fee / account holder | $662 | $7,951-91.7% | $12,989-94.9% | $6,924-90.4% |