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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 | $167,605 | $85,171+96.8% | $172,752-3.0% | $72,975+129.7% |
| Participation rate | 97.7% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.2pp |
| Annual return | 23.43% | 27.32%-3.9pp | 802.97%-779.5pp | 81.01%-57.6pp |
| Employer contribution / active EE | $12,674 | $3,324+281.3% | $5,144+146.4% | $2,440+419.4% |
| Participant deferral / active EE | $8,386 | $3,260+157.2% | $5,198+61.3% | $3,608+132.4% |
| Admin fee / account holder | $1,955 | $5,880-66.8% | $13,955-86.0% | $5,124-61.9% |