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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 | $104,166 | $106,918-2.6% | $84,021+24.0% | $152,897-31.9% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 16.57% | 105.01%-88.4pp | 71.32%-54.7pp | 345.43%-328.9pp |
| Employer contribution / active EE | $990 | $2,735-63.8% | $1,984-50.1% | $4,764-79.2% |
| Participant deferral / active EE | $11,000 | $4,012+174.2% | $3,239+239.6% | $5,851+88.0% |
| Admin fee / account holder | $449 | $8,288-94.6% | $6,102-92.6% | $11,599-96.1% |