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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 | $216,584 | $91,559+136.6% | $133,978+61.7% | $79,856+171.2% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.0pp |
| Annual return | 13.68% | 61.85%-48.2pp | 45.10%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $6,250 | $2,384+162.2% | $3,919+59.5% | $2,471+152.9% |
| Participant deferral / active EE | $7,787 | $3,734+108.5% | $5,047+54.3% | $3,741+108.2% |
| Admin fee / account holder | $1,115 | $6,321-82.4% | $8,930-87.5% | $5,306-79.0% |