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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 | $177,725 | $65,961+169.4% | $180,320-1.4% | $94,015+89.0% |
| Participation rate | 96.0% | 61.3%+34.7pp | 71.5%+24.5pp | 70.8%+25.2pp |
| Annual return | 13.82% | 14.27%-0.5pp | 778.54%-764.7pp | 17.84%-4.0pp |
| Employer contribution / active EE | $10,418 | $1,737+499.6% | $4,108+153.6% | $2,790+273.4% |
| Participant deferral / active EE | $5,380 | $3,003+79.1% | $4,304+25.0% | $4,249+26.6% |
| Admin fee / account holder | $34,543 | $4,901+604.8% | $10,000+245.4% | $8,951+285.9% |