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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 | $122,063-13.7% | $184,256-42.8% | $74,478+41.4% |
| Participation rate | 95.7% | 85.5%+10.2pp | 86.8%+8.9pp | 67.2%+28.5pp |
| Annual return | 25.79% | 19.92%+5.9pp | 28.85%-3.1pp | 1370.56%-1344.8pp |
| Employer contribution / active EE | $6,026 | $4,539+32.8% | $6,427-6.2% | $2,626+129.5% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $30,452 | $1,253+2330.9% | $13,899+119.1% | $1,946+1465.0% |