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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 | $101,653-11.1% | $147,080-38.6% | $74,459+21.3% |
| Participation rate | 94.2% | 75.6%+18.7pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 13.85% | 8754.98%-8741.1pp | 420.17%-406.3pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $2,743 | $3,813-28.1% | $4,933-44.4% | $2,626+4.5% |
| Participant deferral / active EE | $6,615 | $7,304-9.4% | $8,066-18.0% | $4,350+52.1% |
| Admin fee / account holder | $26,087 | $1,752+1389.4% | $12,989+100.8% | $1,945+1241.4% |