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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 | $165,754 | $85,171+94.6% | $172,753-4.1% | $72,976+127.1% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.3pp |
| Annual return | 20.16% | 27.32%-7.2pp | 803.00%-782.8pp | 81.02%-60.9pp |
| Employer contribution / active EE | $13,807 | $3,324+315.4% | $5,144+168.4% | $2,440+465.9% |
| Participant deferral / active EE | $6,007 | $3,260+84.3% | $5,198+15.6% | $3,608+66.5% |
| Admin fee / account holder | $1,756 | $5,880-70.1% | $13,956-87.4% | $5,124-65.7% |