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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 | $146,591 | $85,171+72.1% | $172,753-15.1% | $72,976+100.9% |
| Participation rate | 95.0% | 70.1%+24.9pp | 82.6%+12.4pp | 69.5%+25.5pp |
| Annual return | 24.64% | 27.32%-2.7pp | 803.00%-778.4pp | 81.02%-56.4pp |
| Employer contribution / active EE | $6,641 | $3,324+99.8% | $5,144+29.1% | $2,440+172.2% |
| Participant deferral / active EE | $5,058 | $3,260+55.1% | $5,198-2.7% | $3,608+40.2% |
| Admin fee / account holder | $1,616 | $5,880-72.5% | $13,956-88.4% | $5,124-68.5% |