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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 | $101,193 | $85,171+18.8% | $172,752-41.4% | $72,975+38.7% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.5pp |
| Annual return | 23.18% | 27.32%-4.1pp | 802.97%-779.8pp | 81.01%-57.8pp |
| Employer contribution / active EE | $12,863 | $3,324+287.0% | $5,144+150.0% | $2,440+427.1% |
| Participant deferral / active EE | $8,134 | $3,260+149.5% | $5,198+56.5% | $3,608+125.5% |
| Admin fee / account holder | $4,994 | $5,880-15.1% | $13,955-64.2% | $5,124-2.5% |