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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 | $132,055 | $85,171+55.0% | $172,753-23.6% | $72,976+81.0% |
| Participation rate | 89.8% | 70.1%+19.7pp | 82.6%+7.1pp | 69.5%+20.3pp |
| Annual return | 22.59% | 27.32%-4.7pp | 803.00%-780.4pp | 81.02%-58.4pp |
| Employer contribution / active EE | $6,004 | $3,324+80.6% | $5,144+16.7% | $2,440+146.1% |
| Participant deferral / active EE | $5,628 | $3,260+72.6% | $5,198+8.3% | $3,608+56.0% |
| Admin fee / account holder | $4,493 | $5,880-23.6% | $13,956-67.8% | $5,124-12.3% |