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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 | $105,335 | $122,239-13.8% | $184,200-42.8% | $74,546+41.3% |
| Participation rate | 95.7% | 85.5%+10.2pp | 86.8%+8.9pp | 67.2%+28.5pp |
| Annual return | 25.79% | 19.95%+5.8pp | 28.80%-3.0pp | 1366.03%-1340.2pp |
| Employer contribution / active EE | $6,026 | $4,537+32.8% | $6,424-6.2% | $2,624+129.6% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $30,452 | $1,260+2317.5% | $13,907+119.0% | $1,944+1466.8% |