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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 | $179,250 | $85,171+110.5% | $172,752+3.8% | $72,975+145.6% |
| Participation rate | 92.2% | 70.1%+22.1pp | 82.6%+9.6pp | 69.5%+22.7pp |
| Annual return | 21.72% | 27.32%-5.6pp | 802.97%-781.3pp | 81.01%-59.3pp |
| Employer contribution / active EE | $6,669 | $3,324+100.6% | $5,144+29.6% | $2,440+173.3% |
| Participant deferral / active EE | $5,890 | $3,260+80.7% | $5,198+13.3% | $3,608+63.3% |
| Admin fee / account holder | $18,432 | $5,880+213.5% | $13,955+32.1% | $5,124+259.7% |