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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 | $205,456 | $75,962+170.5% | $154,111+33.3% | $64,173+220.2% |
| Participation rate | 98.4% | 70.4%+28.0pp | 83.0%+15.3pp | 69.6%+28.8pp |
| Annual return | 7.55% | 30.32%-22.8pp | 735.18%-727.6pp | 7.63%-0.1pp |
| Employer contribution / active EE | $10,583 | $3,350+215.9% | $5,298+99.8% | $2,381+344.5% |
| Participant deferral / active EE | $8,317 | $3,175+162.0% | $5,081+63.7% | $3,470+139.7% |
| Admin fee / account holder | $7,458 | $5,589+33.4% | $13,411-44.4% | $4,887+52.6% |