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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 | $188,293 | $85,171+121.1% | $172,752+9.0% | $72,975+158.0% |
| Participation rate | 82.1% | 70.1%+12.1pp | 82.6%-0.5pp | 69.5%+12.7pp |
| Annual return | 20.14% | 27.32%-7.2pp | 802.97%-782.8pp | 81.01%-60.9pp |
| Employer contribution / active EE | $7,485 | $3,324+125.2% | $5,144+45.5% | $2,440+206.7% |
| Participant deferral / active EE | $7,580 | $3,260+132.5% | $5,198+45.8% | $3,608+110.1% |
| Admin fee / account holder | $35,061 | $5,880+496.2% | $13,955+151.2% | $5,124+584.3% |