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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 | $222,671 | $85,171+161.4% | $172,752+28.9% | $72,975+205.1% |
| Participation rate | 96.4% | 70.1%+26.4pp | 82.6%+13.8pp | 69.5%+26.9pp |
| Annual return | 22.07% | 27.32%-5.3pp | 802.97%-780.9pp | 81.01%-58.9pp |
| Employer contribution / active EE | $5,177 | $3,324+55.7% | $5,144+0.6% | $2,440+112.2% |
| Participant deferral / active EE | $10,102 | $3,260+209.9% | $5,198+94.4% | $3,608+180.0% |
| Admin fee / account holder | $2,754 | $5,880-53.2% | $13,955-80.3% | $5,124-46.3% |