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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 | $235,711 | $85,171+176.7% | $172,753+36.4% | $72,976+223.0% |
| Participation rate | 97.6% | 70.1%+27.6pp | 82.6%+15.0pp | 69.5%+28.1pp |
| Annual return | 24.81% | 27.32%-2.5pp | 803.00%-778.2pp | 81.02%-56.2pp |
| Employer contribution / active EE | $5,653 | $3,324+70.1% | $5,144+9.9% | $2,440+131.7% |
| Participant deferral / active EE | $4,678 | $3,260+43.5% | $5,198-10.0% | $3,608+29.7% |
| Admin fee / account holder | $4,065 | $5,880-30.9% | $13,956-70.9% | $5,124-20.7% |