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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 | $140,692 | $85,171+65.2% | $172,753-18.6% | $72,976+92.8% |
| Participation rate | 98.4% | 70.1%+28.3pp | 82.6%+15.7pp | 69.5%+28.9pp |
| Annual return | 24.27% | 27.32%-3.1pp | 803.00%-778.7pp | 81.02%-56.7pp |
| Employer contribution / active EE | $7,934 | $3,324+138.7% | $5,144+54.2% | $2,440+225.2% |
| Participant deferral / active EE | $5,976 | $3,260+83.3% | $5,198+15.0% | $3,608+65.7% |
| Admin fee / account holder | $2,326 | $5,880-60.4% | $13,956-83.3% | $5,124-54.6% |