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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 | $197,396 | $77,920+153.3% | $149,723+31.8% | $75,177+162.6% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.3pp | 67.2%+27.9pp |
| Annual return | 14.86% | 31.72%-16.9pp | 134.50%-119.6pp | 160.75%-145.9pp |
| Employer contribution / active EE | $9,650 | $3,138+207.5% | $4,821+100.2% | $2,671+261.3% |
| Participant deferral / active EE | $8,422 | $3,411+146.9% | $5,682+48.2% | $4,126+104.1% |
| Admin fee / account holder | $1,798 | $5,951-69.8% | $13,215-86.4% | $5,651-68.2% |