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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 | $148,839 | $85,171+74.8% | $172,753-13.8% | $72,976+104.0% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.7pp |
| Annual return | 18.75% | 27.32%-8.6pp | 803.00%-784.3pp | 81.02%-62.3pp |
| Employer contribution / active EE | $11,578 | $3,324+248.3% | $5,144+125.1% | $2,440+374.5% |
| Participant deferral / active EE | $2,432 | $3,260-25.4% | $5,198-53.2% | $3,608-32.6% |
| Admin fee / account holder | $5,050 | $5,880-14.1% | $13,956-63.8% | $5,124-1.4% |