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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 | $160,974 | $85,171+89.0% | $172,753-6.8% | $72,976+120.6% |
| Participation rate | 95.7% | 70.1%+25.6pp | 82.6%+13.0pp | 69.5%+26.2pp |
| Annual return | 20.78% | 27.32%-6.5pp | 803.00%-782.2pp | 81.02%-60.2pp |
| Employer contribution / active EE | $7,062 | $3,324+112.4% | $5,144+37.3% | $2,440+189.4% |
| Participant deferral / active EE | $5,548 | $3,260+70.2% | $5,198+6.7% | $3,608+53.8% |
| Admin fee / account holder | $2,050 | $5,880-65.1% | $13,956-85.3% | $5,124-60.0% |