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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 | $187,685 | $85,171+120.4% | $172,753+8.6% | $72,976+157.2% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.6%+7.4pp | 69.5%+20.5pp |
| Annual return | 20.77% | 27.32%-6.6pp | 803.00%-782.2pp | 81.02%-60.2pp |
| Employer contribution / active EE | $7,265 | $3,324+118.6% | $5,144+41.2% | $2,440+197.7% |
| Participant deferral / active EE | $6,350 | $3,260+94.8% | $5,198+22.2% | $3,608+76.0% |
| Admin fee / account holder | $2,563 | $5,880-56.4% | $13,956-81.6% | $5,124-50.0% |