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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 | $122,667 | $85,171+44.0% | $172,753-29.0% | $72,976+68.1% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+28.0pp |
| Annual return | 20.68% | 27.32%-6.6pp | 803.00%-782.3pp | 81.02%-60.3pp |
| Employer contribution / active EE | $9,653 | $3,324+190.4% | $5,144+87.7% | $2,440+295.6% |
| Participant deferral / active EE | $2,730 | $3,260-16.3% | $5,198-47.5% | $3,608-24.3% |
| Admin fee / account holder | $8,195 | $5,880+39.4% | $13,956-41.3% | $5,124+59.9% |