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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 | $193,539 | $78,690+146.0% | $161,489+19.8% | $87,485+121.2% |
| Participation rate | 87.8% | 67.5%+20.3pp | 78.7%+9.1pp | 68.9%+18.9pp |
| Annual return | 17.65% | 32.74%-15.1pp | 89.72%-72.1pp | 26.06%-8.4pp |
| Employer contribution / active EE | $6,608 | $2,588+155.3% | $4,268+54.8% | $2,596+154.5% |
| Participant deferral / active EE | $5,874 | $3,311+77.4% | $5,630+4.3% | $4,274+37.4% |
| Admin fee / account holder | $61,967 | $6,724+821.6% | $16,006+287.2% | $7,775+697.0% |