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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 | $171,178 | $77,908+119.7% | $149,696+14.4% | $75,173+127.7% |
| Participation rate | 90.9% | 65.6%+25.3pp | 78.8%+12.1pp | 67.2%+23.7pp |
| Annual return | 13.73% | 31.73%-18.0pp | 134.46%-120.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $8,297 | $3,138+164.4% | $4,821+72.1% | $2,671+210.6% |
| Participant deferral / active EE | $9,998 | $3,411+193.1% | $5,682+76.0% | $4,126+142.3% |
| Admin fee / account holder | $7,674 | $5,950+29.0% | $13,212-41.9% | $5,651+35.8% |