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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 | $175,174 | $56,116+212.2% | $135,768+29.0% | $86,983+101.4% |
| Participation rate | 96.6% | 60.1%+36.4pp | 71.1%+25.5pp | 69.5%+27.0pp |
| Annual return | 16.92% | 125.33%-108.4pp | 526.10%-509.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $11,075 | $1,528+624.9% | $3,394+226.3% | $2,584+328.5% |
| Participant deferral / active EE | $8,439 | $2,690+213.8% | $3,977+112.2% | $4,194+101.2% |
| Admin fee / account holder | $700 | $4,314-83.8% | $7,048-90.1% | $7,856-91.1% |