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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 | $158,250 | $85,171+85.8% | $172,753-8.4% | $72,976+116.9% |
| Participation rate | 81.1% | 70.1%+11.0pp | 82.6%-1.6pp | 69.5%+11.6pp |
| Annual return | 26.66% | 27.32%-0.7pp | 803.00%-776.3pp | 81.02%-54.4pp |
| Employer contribution / active EE | $11,172 | $3,324+236.1% | $5,144+117.2% | $2,440+357.9% |
| Participant deferral / active EE | $15,017 | $3,260+360.6% | $5,198+188.9% | $3,608+316.2% |
| Admin fee / account holder | $4,162 | $5,880-29.2% | $13,956-70.2% | $5,124-18.8% |