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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 | $129,371 | $85,171+51.9% | $172,753-25.1% | $72,976+77.3% |
| Participation rate | 98.5% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+29.0pp |
| Annual return | 16.55% | 27.32%-10.8pp | 803.00%-786.5pp | 81.02%-64.5pp |
| Employer contribution / active EE | $7,102 | $3,324+113.7% | $5,144+38.1% | $2,440+191.1% |
| Participant deferral / active EE | $2,822 | $3,260-13.4% | $5,198-45.7% | $3,608-21.8% |
| Admin fee / account holder | $10,113 | $5,880+72.0% | $13,956-27.5% | $5,124+97.4% |