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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 | $175,918 | $85,171+106.5% | $172,753+1.8% | $72,976+141.1% |
| Participation rate | 81.8% | 70.1%+11.8pp | 82.6%-0.8pp | 69.5%+12.3pp |
| Annual return | 22.35% | 27.32%-5.0pp | 803.00%-780.7pp | 81.02%-58.7pp |
| Employer contribution / active EE | $7,880 | $3,324+137.1% | $5,144+53.2% | $2,440+223.0% |
| Participant deferral / active EE | $7,613 | $3,260+133.5% | $5,198+46.5% | $3,608+111.0% |
| Admin fee / account holder | $6,417 | $5,880+9.1% | $13,956-54.0% | $5,124+25.2% |