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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 | $106,728 | $85,171+25.3% | $172,753-38.2% | $72,976+46.3% |
| Participation rate | 94.1% | 70.1%+24.1pp | 82.6%+11.5pp | 69.5%+24.6pp |
| Annual return | 24.64% | 27.32%-2.7pp | 803.00%-778.4pp | 81.02%-56.4pp |
| Employer contribution / active EE | $6,018 | $3,324+81.1% | $5,144+17.0% | $2,440+146.7% |
| Participant deferral / active EE | $11,485 | $3,260+252.3% | $5,198+121.0% | $3,608+218.3% |
| Admin fee / account holder | $5,218 | $5,880-11.3% | $13,956-62.6% | $5,124+1.8% |