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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 | $127,857 | $85,171+50.1% | $172,753-26.0% | $72,976+75.2% |
| Participation rate | 81.5% | 70.1%+11.5pp | 82.6%-1.1pp | 69.5%+12.0pp |
| Annual return | 21.04% | 27.32%-6.3pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $5,251 | $3,324+58.0% | $5,144+2.1% | $2,440+115.2% |
| Participant deferral / active EE | $11,765 | $3,260+260.9% | $5,198+126.4% | $3,608+226.1% |
| Admin fee / account holder | $34,950 | $5,880+494.4% | $13,956+150.4% | $5,124+582.1% |