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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 | $81,446+20.1% | $103,374-5.4% | $80,874+21.0% |
| Participation rate | 96.8% | 66.9%+29.9pp | 74.5%+22.3pp | 67.6%+29.1pp |
| Annual return | 25.89% | 25.57%+0.3pp | 24.89%+1.0pp | 35.62%-9.7pp |
| Employer contribution / active EE | $6,352 | $3,107+104.4% | $3,869+64.2% | $2,756+130.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,113 | $6,715-83.4% | $8,394-86.7% | $6,935-84.0% |