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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 | $218,785 | $85,171+156.9% | $172,752+26.6% | $72,975+199.8% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.6%+12.8pp | 69.5%+26.0pp |
| Annual return | 23.40% | 27.32%-3.9pp | 802.97%-779.6pp | 81.01%-57.6pp |
| Employer contribution / active EE | $13,508 | $3,324+306.4% | $5,144+162.6% | $2,440+453.6% |
| Participant deferral / active EE | $11,143 | $3,260+241.8% | $5,198+114.4% | $3,608+208.9% |
| Admin fee / account holder | $2,438 | $5,880-58.5% | $13,955-82.5% | $5,124-52.4% |