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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 | $171,034 | $76,407+123.8% | $150,298+13.8% | $82,448+107.4% |
| Participation rate | 82.8% | 66.4%+16.4pp | 77.8%+5.0pp | 68.1%+14.7pp |
| Annual return | 14.21% | 39.99%-25.8pp | 62.79%-48.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $8,628 | $2,614+230.1% | $4,154+107.7% | $2,551+238.2% |
| Participant deferral / active EE | $5,207 | $3,214+62.0% | $5,453-4.5% | $4,139+25.8% |
| Admin fee / account holder | $47,749 | $6,352+651.7% | $14,116+238.3% | $7,234+560.0% |