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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 | $197,380 | $96,731+104.1% | $123,973+59.2% | $86,983+126.9% |
| Participation rate | 94.5% | 70.0%+24.5pp | 76.7%+17.9pp | 69.5%+25.0pp |
| Annual return | 14.91% | 17.33%-2.4pp | 388.13%-373.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $18,344 | $3,297+456.4% | $4,126+344.6% | $2,584+609.8% |
| Participant deferral / active EE | $4,983 | $4,152+20.0% | $5,247-5.0% | $4,194+18.8% |
| Admin fee / account holder | $1,714 | $8,722-80.4% | $11,799-85.5% | $7,856-78.2% |