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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 | $89,155 | $101,672-12.3% | $147,117-39.4% | $74,478+19.7% |
| Participation rate | 78.9% | 75.5%+3.3pp | 82.2%-3.3pp | 67.2%+11.6pp |
| Annual return | 15.32% | 8757.83%-8742.5pp | 420.54%-405.2pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $2,876 | $3,813-24.6% | $4,932-41.7% | $2,626+9.5% |
| Participant deferral / active EE | $7,481 | $7,305+2.4% | $8,065-7.2% | $4,350+72.0% |
| Admin fee / account holder | $1,183 | $1,753-32.5% | $12,993-90.9% | $1,946-39.2% |