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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 | $212,653 | $124,314+71.1% | $109,163+94.8% | $167,518+26.9% |
| Participation rate | 94.7% | 79.4%+15.3pp | 75.9%+18.9pp | 82.1%+12.6pp |
| Annual return | 17.37% | 26.04%-8.7pp | 25.75%-8.4pp | 478.71%-461.3pp |
| Employer contribution / active EE | $21,098 | $4,209+401.3% | $3,723+466.8% | $4,838+336.0% |
| Participant deferral / active EE | $11,674 | $5,256+122.1% | $4,654+150.9% | $6,342+84.1% |
| Admin fee / account holder | $5,112 | $7,973-35.9% | $6,754-24.3% | $12,312-58.5% |