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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 | $116,493 | $85,171+36.8% | $172,752-32.6% | $72,975+59.6% |
| Participation rate | 81.1% | 70.1%+11.1pp | 82.6%-1.5pp | 69.5%+11.6pp |
| Annual return | 23.49% | 27.32%-3.8pp | 802.97%-779.5pp | 81.01%-57.5pp |
| Employer contribution / active EE | $4,520 | $3,324+36.0% | $5,144-12.1% | $2,440+85.2% |
| Participant deferral / active EE | $7,275 | $3,260+123.1% | $5,198+40.0% | $3,608+101.6% |
| Admin fee / account holder | $3,549 | $5,880-39.7% | $13,955-74.6% | $5,124-30.7% |