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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 | $122,042-13.7% | $184,260-42.8% | $74,459+41.5% |
| Participation rate | 95.7% | 85.5%+10.2pp | 86.8%+8.9pp | 67.2%+28.5pp |
| Annual return | 25.79% | 19.91%+5.9pp | 28.84%-3.1pp | 1369.70%-1343.9pp |
| Employer contribution / active EE | $6,026 | $4,537+32.8% | $6,427-6.2% | $2,626+129.5% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $30,452 | $1,252+2332.0% | $13,898+119.1% | $1,945+1465.8% |