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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 | $179,233 | $85,171+110.4% | $172,753+3.8% | $72,976+145.6% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.3pp |
| Annual return | 19.15% | 27.32%-8.2pp | 803.00%-783.8pp | 81.02%-61.9pp |
| Employer contribution / active EE | $9,358 | $3,324+181.5% | $5,144+81.9% | $2,440+283.5% |
| Participant deferral / active EE | $3,972 | $3,260+21.8% | $5,198-23.6% | $3,608+10.1% |
| Admin fee / account holder | $1,272 | $5,880-78.4% | $13,956-90.9% | $5,124-75.2% |