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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 | $208,329 | $85,171+144.6% | $172,753+20.6% | $72,976+185.5% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.6%+12.8pp | 69.5%+26.0pp |
| Annual return | 23.92% | 27.32%-3.4pp | 803.00%-779.1pp | 81.02%-57.1pp |
| Employer contribution / active EE | $15,078 | $3,324+353.6% | $5,144+193.1% | $2,440+517.9% |
| Participant deferral / active EE | $10,942 | $3,260+235.6% | $5,198+110.5% | $3,608+203.3% |
| Admin fee / account holder | $5,387 | $5,880-8.4% | $13,956-61.4% | $5,124+5.1% |