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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 | $90,327 | $101,591-11.1% | $147,096-38.6% | $74,429+21.4% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.0pp |
| Annual return | 13.85% | 8746.45%-8732.6pp | 419.75%-405.9pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $2,743 | $3,813-28.0% | $4,936-44.4% | $2,625+4.5% |
| Participant deferral / active EE | $6,615 | $7,302-9.4% | $8,071-18.0% | $4,348+52.1% |
| Admin fee / account holder | $26,087 | $1,750+1390.6% | $13,005+100.6% | $1,944+1241.7% |