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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 | $143,007 | $84,236+69.8% | $170,435-16.1% | $70,126+103.9% |
| Participation rate | 98.1% | 70.8%+27.3pp | 83.6%+14.6pp | 69.5%+28.6pp |
| Annual return | 37.45% | 23.06%+14.4pp | 205.94%-168.5pp | 73.15%-35.7pp |
| Employer contribution / active EE | $23,586 | $3,387+596.3% | $5,432+334.2% | $2,343+906.9% |
| Participant deferral / active EE | $12,241 | $3,086+296.7% | $4,939+147.8% | $3,332+267.4% |
| Admin fee / account holder | $921 | $5,698-83.8% | $13,881-93.4% | $4,645-80.2% |