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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 | $173,329 | $85,171+103.5% | $172,753+0.3% | $72,976+137.5% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.7pp |
| Annual return | 19.88% | 27.32%-7.4pp | 803.00%-783.1pp | 81.02%-61.1pp |
| Employer contribution / active EE | $6,923 | $3,324+108.3% | $5,144+34.6% | $2,440+183.7% |
| Participant deferral / active EE | $8,276 | $3,260+153.9% | $5,198+59.2% | $3,608+129.4% |
| Admin fee / account holder | $7,784 | $5,880+32.4% | $13,956-44.2% | $5,124+51.9% |