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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 | $143,350 | $85,171+68.3% | $172,753-17.0% | $72,976+96.4% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.6%+9.0pp | 69.5%+22.2pp |
| Annual return | 20.24% | 27.32%-7.1pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $9,504 | $3,324+185.9% | $5,144+84.8% | $2,440+289.5% |
| Participant deferral / active EE | $2,508 | $3,260-23.1% | $5,198-51.8% | $3,608-30.5% |
| Admin fee / account holder | $1,929 | $5,880-67.2% | $13,956-86.2% | $5,124-62.3% |