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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 | $210,387 | $90,674+132.0% | $96,707+117.6% | $82,448+155.2% |
| Participation rate | 91.8% | 75.9%+15.9pp | 80.4%+11.5pp | 68.1%+23.8pp |
| Annual return | 15.65% | 49.05%-33.4pp | 34.78%-19.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $13,530 | $3,975+240.4% | $4,191+222.8% | $2,551+430.4% |
| Participant deferral / active EE | $5,863 | $5,696+2.9% | $5,997-2.2% | $4,139+41.6% |
| Admin fee / account holder | $53,546 | $7,568+607.5% | $7,503+613.7% | $7,234+640.2% |