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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 | $206,816 | $85,171+142.8% | $172,753+19.7% | $72,976+183.4% |
| Participation rate | 88.6% | 70.1%+18.5pp | 82.6%+5.9pp | 69.5%+19.1pp |
| Annual return | 26.49% | 27.32%-0.8pp | 803.00%-776.5pp | 81.02%-54.5pp |
| Employer contribution / active EE | $7,056 | $3,324+112.3% | $5,144+37.2% | $2,440+189.2% |
| Participant deferral / active EE | $7,414 | $3,260+127.4% | $5,198+42.6% | $3,608+105.5% |
| Admin fee / account holder | $6,666 | $5,880+13.4% | $13,956-52.2% | $5,124+30.1% |