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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 | $121,001 | $100,060+20.9% | $149,721-19.2% | $70,126+72.5% |
| Participation rate | 97.1% | 83.6%+13.5pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 14.74% | 27.46%-12.7pp | 1501.67%-1486.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $10,455 | $3,661+185.6% | $5,444+92.0% | $2,343+346.3% |
| Participant deferral / active EE | $12,236 | $4,982+145.6% | $6,568+86.3% | $3,332+267.2% |
| Admin fee / account holder | $1,030 | $8,285-87.6% | $11,282-90.9% | $4,645-77.8% |