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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 | $98,113 | $110,801-11.5% | $86,615+13.3% | $167,536-41.4% |
| Participation rate | 76.5% | 75.8%+0.7pp | 71.6%+4.8pp | 82.1%-5.6pp |
| Annual return | 13.21% | 116.96%-103.8pp | 63.51%-50.3pp | 478.82%-465.6pp |
| Employer contribution / active EE | $2,929 | $3,245-9.7% | $2,496+17.4% | $4,839-39.5% |
| Participant deferral / active EE | $3,583 | $4,547-21.2% | $3,699-3.1% | $6,342-43.5% |
| Admin fee / account holder | $745 | $8,417-91.2% | $5,830-87.2% | $12,315-94.0% |