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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 | $90,818 | $102,696-11.6% | $86,235+5.3% | $139,487-34.9% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.4pp | 80.3%+12.0pp |
| Annual return | 17.61% | 1925.91%-1908.3pp | 1170.03%-1152.4pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,967 | $3,034-35.2% | $2,381-17.4% | $4,755-58.6% |
| Participant deferral / active EE | $4,494 | $4,679-4.0% | $3,987+12.7% | $6,713-33.1% |
| Admin fee / account holder | $8,115 | $8,667-6.4% | $6,856+18.4% | $11,407-28.9% |