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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 | $95,429 | $95,580-0.2% | $76,872+24.1% | $139,466-31.6% |
| Participation rate | 81.0% | 74.0%+7.0pp | 69.6%+11.4pp | 80.3%+0.6pp |
| Annual return | 19.98% | 55.00%-35.0pp | 37.90%-17.9pp | 373.66%-353.7pp |
| Employer contribution / active EE | $2,357 | $3,145-25.0% | $2,533-6.9% | $4,754-50.4% |
| Participant deferral / active EE | $9,085 | $4,623+96.5% | $3,832+137.1% | $6,712+35.4% |
| Admin fee / account holder | $631 | $8,302-92.4% | $5,476-88.5% | $11,409-94.5% |