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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 | $158,780 | $81,504+94.8% | $102,437+55.0% | $80,959+96.1% |
| Participation rate | 94.4% | 66.9%+27.6pp | 74.5%+19.9pp | 67.7%+26.8pp |
| Annual return | 25.92% | 25.60%+0.3pp | 24.95%+1.0pp | 35.67%-9.7pp |
| Employer contribution / active EE | $27,999 | $3,104+802.2% | $3,871+623.4% | $2,757+915.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,165 | $6,719-8.3% | $8,388-26.5% | $6,925-11.0% |