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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 | $116,001 | $85,171+36.2% | $172,753-32.9% | $72,976+59.0% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 23.48% | 27.32%-3.8pp | 803.00%-779.5pp | 81.02%-57.5pp |
| Employer contribution / active EE | $14,272 | $3,324+329.4% | $5,144+177.5% | $2,440+484.9% |
| Participant deferral / active EE | $15,131 | $3,260+364.2% | $5,198+191.1% | $3,608+319.4% |
| Admin fee / account holder | $1,322 | $5,880-77.5% | $13,956-90.5% | $5,124-74.2% |