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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 | $142,339 | $85,169+67.1% | $172,755-17.6% | $72,983+95.0% |
| Participation rate | 87.1% | 70.1%+17.0pp | 82.6%+4.4pp | 69.5%+17.6pp |
| Annual return | 22.11% | 27.32%-5.2pp | 802.94%-780.8pp | 81.01%-58.9pp |
| Employer contribution / active EE | $6,189 | $3,324+86.2% | $5,144+20.3% | $2,440+153.7% |
| Participant deferral / active EE | $14,673 | $3,260+350.1% | $5,198+182.3% | $3,608+306.7% |
| Admin fee / account holder | $1,063 | $5,880-81.9% | $13,955-92.4% | $5,124-79.3% |