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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 | $249,136 | $85,171+192.5% | $172,753+44.2% | $72,976+241.4% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.1pp |
| Annual return | 25.33% | 27.32%-2.0pp | 803.00%-777.7pp | 81.02%-55.7pp |
| Employer contribution / active EE | $10,333 | $3,324+210.8% | $5,144+100.9% | $2,440+323.5% |
| Participant deferral / active EE | $6,351 | $3,260+94.8% | $5,198+22.2% | $3,608+76.1% |
| Admin fee / account holder | $9,106 | $5,880+54.9% | $13,956-34.8% | $5,124+77.7% |