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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 | $224,218 | $88,672+152.9% | $105,223+113.1% | $82,448+172.0% |
| Participation rate | 97.2% | 67.9%+29.3pp | 75.0%+22.2pp | 68.1%+29.2pp |
| Annual return | 16.89% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $8,808 | $3,048+189.0% | $3,689+138.8% | $2,551+245.3% |
| Participant deferral / active EE | $7,187 | $4,036+78.1% | $5,072+41.7% | $4,139+73.6% |
| Admin fee / account holder | $1,228 | $7,146-82.8% | $8,859-86.1% | $7,234-83.0% |