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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 | $79,364 | $85,171-6.8% | $172,752-54.1% | $72,975+8.8% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 26.08% | 27.32%-1.2pp | 802.97%-776.9pp | 81.01%-54.9pp |
| Employer contribution / active EE | $8,193 | $3,324+146.5% | $5,144+59.3% | $2,440+235.8% |
| Participant deferral / active EE | $13,701 | $3,260+320.3% | $5,198+163.6% | $3,608+279.8% |
| Admin fee / account holder | $1,099 | $5,880-81.3% | $13,955-92.1% | $5,124-78.6% |