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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 | $90,837 | $102,635-11.5% | $86,209+5.4% | $139,456-34.9% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+21.9pp | 80.3%+10.6pp |
| Annual return | 18.40% | 1923.53%-1905.1pp | 1169.05%-1150.7pp | 373.45%-355.1pp |
| Employer contribution / active EE | $2,060 | $3,034-32.1% | $2,381-13.5% | $4,753-56.6% |
| Participant deferral / active EE | $5,021 | $4,677+7.4% | $3,986+26.0% | $6,711-25.2% |
| Admin fee / account holder | $805 | $8,661-90.7% | $6,853-88.2% | $11,407-92.9% |