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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 | $160,421 | $85,171+88.4% | $172,753-7.1% | $72,976+119.8% |
| Participation rate | 96.4% | 70.1%+26.3pp | 82.6%+13.7pp | 69.5%+26.9pp |
| Annual return | 16.64% | 27.32%-10.7pp | 803.00%-786.4pp | 81.02%-64.4pp |
| Employer contribution / active EE | $11,004 | $3,324+231.1% | $5,144+113.9% | $2,440+351.0% |
| Participant deferral / active EE | $8,136 | $3,260+149.6% | $5,198+56.5% | $3,608+125.5% |
| Admin fee / account holder | $23,338 | $5,880+296.9% | $13,956+67.2% | $5,124+355.5% |