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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 | $93,728 | $106,008-11.6% | $92,240+1.6% | $147,586-36.5% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 13.71% | 50.05%-36.3pp | 176.29%-162.6pp | 578.59%-564.9pp |
| Employer contribution / active EE | $5,758 | $4,333+32.9% | $3,680+56.5% | $4,876+18.1% |
| Participant deferral / active EE | $5,395 | $4,478+20.5% | $3,897+38.4% | $5,439-0.8% |
| Admin fee / account holder | $862 | $6,333-86.4% | $5,194-83.4% | $10,886-92.1% |