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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 | $167,517 | $85,171+96.7% | $172,753-3.0% | $72,976+129.6% |
| Participation rate | 80.8% | 70.1%+10.7pp | 82.6%-1.9pp | 69.5%+11.3pp |
| Annual return | 23.88% | 27.32%-3.4pp | 803.00%-779.1pp | 81.02%-57.1pp |
| Employer contribution / active EE | $6,282 | $3,324+89.0% | $5,144+22.1% | $2,440+157.5% |
| Participant deferral / active EE | $6,972 | $3,260+113.9% | $5,198+34.1% | $3,608+93.3% |
| Admin fee / account holder | $1,034 | $5,880-82.4% | $13,956-92.6% | $5,124-79.8% |