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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 | $199,730 | $85,171+134.5% | $172,752+15.6% | $72,975+173.7% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.6%-0.5pp | 69.5%+12.7pp |
| Annual return | 19.24% | 27.32%-8.1pp | 802.97%-783.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $6,920 | $3,324+108.2% | $5,144+34.5% | $2,440+183.6% |
| Participant deferral / active EE | $13,040 | $3,260+300.0% | $5,198+150.9% | $3,608+261.4% |
| Admin fee / account holder | $9,470 | $5,880+61.0% | $13,955-32.1% | $5,124+84.8% |