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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 | $97,826 | $81,487+20.1% | $102,412-4.5% | $80,935+20.9% |
| Participation rate | 96.8% | 66.8%+29.9pp | 74.5%+22.3pp | 67.7%+29.1pp |
| Annual return | 25.89% | 25.60%+0.3pp | 24.94%+0.9pp | 35.66%-9.8pp |
| Employer contribution / active EE | $6,352 | $3,103+104.7% | $3,870+64.1% | $2,757+130.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,113 | $6,717-83.4% | $8,388-86.7% | $6,924-83.9% |