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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 | $223,854 | $105,284+112.6% | $150,734+48.5% | $94,015+138.1% |
| Participation rate | 96.0% | 71.7%+24.3pp | 78.4%+17.6pp | 70.8%+25.2pp |
| Annual return | 12.58% | 15.67%-3.1pp | 600.81%-588.2pp | 17.84%-5.3pp |
| Employer contribution / active EE | $17,166 | $3,599+377.0% | $4,918+249.0% | $2,790+515.3% |
| Participant deferral / active EE | $9,396 | $4,274+119.9% | $5,610+67.5% | $4,249+121.1% |
| Admin fee / account holder | $2,890 | $9,839-70.6% | $14,905-80.6% | $8,951-67.7% |