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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 | $185,338 | $95,406+94.3% | $185,849-0.3% | $85,847+115.9% |
| Participation rate | 92.6% | 68.8%+23.8pp | 81.7%+10.9pp | 69.3%+23.3pp |
| Annual return | 12.87% | 23.59%-10.7pp | 122.10%-109.2pp | 318.61%-305.7pp |
| Employer contribution / active EE | $8,096 | $3,314+144.3% | $5,169+56.6% | $2,565+215.6% |
| Participant deferral / active EE | $7,431 | $3,424+117.0% | $5,569+33.4% | $3,952+88.0% |
| Admin fee / account holder | $1,991 | $7,214-72.4% | $16,244-87.7% | $6,261-68.2% |