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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 | $92,678 | $105,856-12.4% | $90,161+2.8% | $147,586-37.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 34.67% | 37.63%-3.0pp | 34.89%-0.2pp | 578.59%-543.9pp |
| Employer contribution / active EE | $3,241 | $4,126-21.5% | $3,318-2.3% | $4,876-33.5% |
| Participant deferral / active EE | $8,388 | $5,733+46.3% | $5,287+58.6% | $5,439+54.2% |
| Admin fee / account holder | $5,446 | $8,046-32.3% | $5,943-8.4% | $10,886-50.0% |