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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 | $121,950 | $85,171+43.2% | $172,753-29.4% | $72,976+67.1% |
| Participation rate | 89.1% | 70.1%+19.1pp | 82.6%+6.5pp | 69.5%+19.6pp |
| Annual return | 25.18% | 27.32%-2.1pp | 803.00%-777.8pp | 81.02%-55.8pp |
| Employer contribution / active EE | $5,345 | $3,324+60.8% | $5,144+3.9% | $2,440+119.1% |
| Participant deferral / active EE | $5,705 | $3,260+75.0% | $5,198+9.8% | $3,608+58.1% |
| Admin fee / account holder | $3,105 | $5,880-47.2% | $13,956-77.7% | $5,124-39.4% |