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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 | $206,729 | $85,171+142.7% | $172,753+19.7% | $72,976+183.3% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.7pp |
| Annual return | 22.34% | 27.32%-5.0pp | 803.00%-780.7pp | 81.02%-58.7pp |
| Employer contribution / active EE | $5,951 | $3,324+79.0% | $5,144+15.7% | $2,440+143.9% |
| Participant deferral / active EE | $6,175 | $3,260+89.4% | $5,198+18.8% | $3,608+71.2% |
| Admin fee / account holder | $10,618 | $5,880+80.6% | $13,956-23.9% | $5,124+107.2% |