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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 | $221,973 | $85,171+160.6% | $172,753+28.5% | $72,976+204.2% |
| Participation rate | 78.8% | 70.1%+8.7pp | 82.6%-3.9pp | 69.5%+9.3pp |
| Annual return | 20.80% | 27.32%-6.5pp | 803.00%-782.2pp | 81.02%-60.2pp |
| Employer contribution / active EE | $9,031 | $3,324+171.7% | $5,144+75.6% | $2,440+270.1% |
| Participant deferral / active EE | $5,928 | $3,260+81.8% | $5,198+14.1% | $3,608+64.3% |
| Admin fee / account holder | $2,008 | $5,880-65.9% | $13,956-85.6% | $5,124-60.8% |