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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 | $223,771 | $81,331+175.1% | $155,534+43.9% | $80,935+176.5% |
| Participation rate | 97.0% | 66.3%+30.7pp | 78.2%+18.8pp | 67.7%+29.3pp |
| Annual return | 18.03% | 33.37%-15.3pp | 64.92%-46.9pp | 35.66%-17.6pp |
| Employer contribution / active EE | $8,244 | $3,105+165.5% | $4,675+76.4% | $2,757+199.1% |
| Participant deferral / active EE | $3,476 | $3,454+0.6% | $5,630-38.3% | $4,299-19.2% |
| Admin fee / account holder | $3,128 | $7,999-60.9% | $15,900-80.3% | $6,924-54.8% |