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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 | $108,566 | $96,691+12.3% | $86,656+25.3% | $139,487-22.2% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 18.27% | 106.87%-88.6pp | 593.09%-574.8pp | 373.84%-355.6pp |
| Employer contribution / active EE | $2,160 | $3,267-33.9% | $3,025-28.6% | $4,755-54.6% |
| Participant deferral / active EE | $7,815 | $4,838+61.5% | $4,439+76.0% | $6,713+16.4% |
| Admin fee / account holder | $482 | $6,414-92.5% | $5,619-91.4% | $11,407-95.8% |