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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 | $162,626 | $93,373+74.2% | $152,473+6.7% | $85,847+89.4% |
| Participation rate | 97.1% | 70.1%+27.1pp | 78.2%+19.0pp | 69.3%+27.8pp |
| Annual return | 17.56% | 21.84%-4.3pp | 757.59%-740.0pp | 318.61%-301.1pp |
| Employer contribution / active EE | $9,805 | $2,996+227.3% | $4,326+126.7% | $2,565+282.2% |
| Participant deferral / active EE | $15,183 | $4,550+233.7% | $5,817+161.0% | $3,952+284.2% |
| Admin fee / account holder | $815 | $13,853-94.1% | $15,811-94.8% | $6,261-87.0% |