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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 | $107,600 | $102,393+5.1% | $147,041-26.8% | $80,911+33.0% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.6%+26.9pp |
| Annual return | 12.49% | 134.95%-122.5pp | 419.21%-406.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $2,540 | $3,715-31.6% | $4,935-48.5% | $2,756-7.8% |
| Participant deferral / active EE | $9,079 | $6,647+36.6% | $8,071+12.5% | $4,297+111.3% |
| Admin fee / account holder | $848 | $7,943-89.3% | $13,006-93.5% | $6,935-87.8% |