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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 | $101,568 | $111,830-9.2% | $93,696+8.4% | $145,884-30.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 14.44% | 204.08%-189.6pp | 133.74%-119.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $876 | $3,093-71.7% | $2,422-63.8% | $4,662-81.2% |
| Participant deferral / active EE | $8,679 | $4,920+76.4% | $4,417+96.5% | $6,690+29.7% |
| Admin fee / account holder | $651 | $10,249-93.7% | $8,287-92.1% | $13,392-95.1% |