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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 | $85,206+50.1% | $172,745-26.0% | $72,986+75.2% |
| Participation rate | 81.5% | 70.1%+11.5pp | 82.6%-1.1pp | 69.5%+12.1pp |
| Annual return | 21.04% | 27.32%-6.3pp | 802.90%-781.9pp | 81.01%-60.0pp |
| Employer contribution / active EE | $5,251 | $3,325+58.0% | $5,144+2.1% | $2,440+115.2% |
| Participant deferral / active EE | $11,765 | $3,260+260.9% | $5,197+126.4% | $3,607+226.1% |
| Admin fee / account holder | $34,950 | $5,883+494.1% | $13,954+150.5% | $5,124+582.0% |