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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 | $183,351 | $102,429+79.0% | $147,096+24.6% | $80,925+126.6% |
| Participation rate | 89.5% | 75.9%+13.7pp | 82.2%+7.4pp | 67.7%+21.9pp |
| Annual return | 13.22% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $7,807 | $3,716+110.1% | $4,936+58.2% | $2,756+183.3% |
| Participant deferral / active EE | $9,020 | $6,649+35.7% | $8,071+11.8% | $4,299+109.8% |
| Admin fee / account holder | $22,022 | $7,957+176.8% | $13,005+69.3% | $6,940+217.3% |