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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 | $93,422 | $85,169+9.7% | $172,755-45.9% | $72,983+28.0% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 25.94% | 27.32%-1.4pp | 802.94%-777.0pp | 81.01%-55.1pp |
| Employer contribution / active EE | $15,595 | $3,324+369.2% | $5,144+203.2% | $2,440+539.2% |
| Participant deferral / active EE | $16,235 | $3,260+398.0% | $5,198+212.4% | $3,608+350.0% |
| Admin fee / account holder | $16,046 | $5,880+172.9% | $13,955+15.0% | $5,124+213.1% |