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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 | $167,923 | $85,171+97.2% | $172,753-2.8% | $72,976+130.1% |
| Participation rate | 96.9% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.4pp |
| Annual return | 19.44% | 27.32%-7.9pp | 803.00%-783.6pp | 81.02%-61.6pp |
| Employer contribution / active EE | $7,190 | $3,324+116.3% | $5,144+39.8% | $2,440+194.7% |
| Participant deferral / active EE | $5,417 | $3,260+66.2% | $5,198+4.2% | $3,608+50.1% |
| Admin fee / account holder | $5,660 | $5,880-3.7% | $13,956-59.4% | $5,124+10.5% |