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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 | $159,445 | $85,171+87.2% | $172,752-7.7% | $72,975+118.5% |
| Participation rate | 98.3% | 70.1%+28.2pp | 82.6%+15.6pp | 69.5%+28.8pp |
| Annual return | 22.63% | 27.32%-4.7pp | 802.97%-780.3pp | 81.01%-58.4pp |
| Employer contribution / active EE | $9,481 | $3,324+185.2% | $5,144+84.3% | $2,440+288.6% |
| Participant deferral / active EE | $6,056 | $3,260+85.8% | $5,198+16.5% | $3,608+67.9% |
| Admin fee / account holder | $3,835 | $5,880-34.8% | $13,955-72.5% | $5,124-25.2% |