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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 | $204,028 | $98,760+106.6% | $149,715+36.3% | $79,858+155.5% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 17.83% | 27.43%-9.6pp | 276.66%-258.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $4,012 | $3,217+24.7% | $4,645-13.6% | $2,471+62.4% |
| Participant deferral / active EE | $7,040 | $5,681+23.9% | $6,842+2.9% | $3,740+88.2% |
| Admin fee / account holder | $57,296 | $6,053+846.5% | $9,310+515.4% | $5,306+979.8% |