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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 | $138,751 | $85,171+62.9% | $172,753-19.7% | $72,976+90.1% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 22.17% | 27.32%-5.2pp | 803.00%-780.8pp | 81.02%-58.8pp |
| Employer contribution / active EE | $6,248 | $3,324+88.0% | $5,144+21.5% | $2,440+156.1% |
| Participant deferral / active EE | $3,299 | $3,260+1.2% | $5,198-36.5% | $3,608-8.5% |
| Admin fee / account holder | $2,008 | $5,880-65.9% | $13,956-85.6% | $5,124-60.8% |