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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 | $199,660 | $87,060+129.3% | $105,591+89.1% | $80,911+146.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 17.20% | 17.05%+0.2pp | 116.43%-99.2pp | 35.63%-18.4pp |
| Employer contribution / active EE | $5,618 | $2,396+134.5% | $3,166+77.5% | $2,756+103.9% |
| Participant deferral / active EE | $13,647 | $3,986+242.4% | $5,008+172.5% | $4,297+217.6% |
| Admin fee / account holder | $6,734 | $8,442-20.2% | $11,024-38.9% | $6,935-2.9% |