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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 | $207,343 | $84,236+146.1% | $170,439+21.7% | $70,124+195.7% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 15.57% | 23.06%-7.5pp | 205.94%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $5,769 | $3,387+70.3% | $5,433+6.2% | $2,342+146.3% |
| Participant deferral / active EE | $4,826 | $3,086+56.4% | $4,939-2.3% | $3,332+44.9% |
| Admin fee / account holder | $7,179 | $5,698+26.0% | $13,881-48.3% | $4,645+54.5% |