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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 | $171,903 | $85,171+101.8% | $172,753-0.5% | $72,976+135.6% |
| Participation rate | 96.9% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.4pp |
| Annual return | 18.03% | 27.32%-9.3pp | 803.00%-785.0pp | 81.02%-63.0pp |
| Employer contribution / active EE | $5,313 | $3,324+59.8% | $5,144+3.3% | $2,440+117.8% |
| Participant deferral / active EE | $3,235 | $3,260-0.8% | $5,198-37.8% | $3,608-10.3% |
| Admin fee / account holder | $69,988 | $5,880+1090.2% | $13,956+401.5% | $5,124+1265.9% |