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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 | $157,079 | $85,171+84.4% | $172,753-9.1% | $72,976+115.2% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 28.33% | 27.32%+1.0pp | 803.00%-774.7pp | 81.02%-52.7pp |
| Employer contribution / active EE | $7,101 | $3,324+113.6% | $5,144+38.1% | $2,440+191.0% |
| Participant deferral / active EE | $5,904 | $3,260+81.1% | $5,198+13.6% | $3,608+63.6% |
| Admin fee / account holder | $2,056 | $5,880-65.0% | $13,956-85.3% | $5,124-59.9% |