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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 | $228,769 | $85,171+168.6% | $172,753+32.4% | $72,976+213.5% |
| Participation rate | 95.6% | 70.1%+25.5pp | 82.6%+12.9pp | 69.5%+26.1pp |
| Annual return | 23.42% | 27.32%-3.9pp | 803.00%-779.6pp | 81.02%-57.6pp |
| Employer contribution / active EE | $8,510 | $3,324+156.0% | $5,144+65.4% | $2,440+248.8% |
| Participant deferral / active EE | $2,101 | $3,260-35.5% | $5,198-59.6% | $3,608-41.8% |
| Admin fee / account holder | $3,885 | $5,880-33.9% | $13,956-72.2% | $5,124-24.2% |