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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 | $240,217 | $85,171+182.0% | $172,753+39.1% | $72,976+229.2% |
| Participation rate | 90.4% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.9pp |
| Annual return | 19.04% | 27.32%-8.3pp | 803.00%-784.0pp | 81.02%-62.0pp |
| Employer contribution / active EE | $10,290 | $3,324+209.6% | $5,144+100.0% | $2,440+321.7% |
| Participant deferral / active EE | $3,957 | $3,260+21.4% | $5,198-23.9% | $3,608+9.7% |
| Admin fee / account holder | $26,392 | $5,880+348.8% | $13,956+89.1% | $5,124+415.0% |