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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 | $165,196 | $86,298+91.4% | $111,308+48.4% | $85,847+92.4% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 14.03% | 19.99%-6.0pp | 54.67%-40.6pp | 318.61%-304.6pp |
| Employer contribution / active EE | $9,511 | $2,044+365.4% | $2,732+248.2% | $2,565+270.8% |
| Participant deferral / active EE | $7,927 | $3,641+117.7% | $4,487+76.7% | $3,952+100.6% |
| Admin fee / account holder | $2,274 | $8,189-72.2% | $7,965-71.5% | $6,261-63.7% |