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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 | $137,313 | $85,171+61.2% | $172,753-20.5% | $72,976+88.2% |
| Participation rate | 93.7% | 70.1%+23.6pp | 82.6%+11.0pp | 69.5%+24.2pp |
| Annual return | 17.88% | 27.32%-9.4pp | 803.00%-785.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $7,275 | $3,324+118.9% | $5,144+41.4% | $2,440+198.1% |
| Participant deferral / active EE | $5,101 | $3,260+56.5% | $5,198-1.9% | $3,608+41.4% |
| Admin fee / account holder | $49,559 | $5,880+742.8% | $13,956+255.1% | $5,124+867.2% |