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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 | $208,140 | $95,383+118.2% | $185,837+12.0% | $85,856+142.4% |
| Participation rate | 91.3% | 68.8%+22.5pp | 81.7%+9.6pp | 69.3%+22.0pp |
| Annual return | 16.73% | 23.59%-6.9pp | 122.08%-105.3pp | 318.58%-301.9pp |
| Employer contribution / active EE | $8,190 | $3,313+147.2% | $5,168+58.5% | $2,565+219.3% |
| Participant deferral / active EE | $8,599 | $3,423+151.2% | $5,568+54.4% | $3,952+117.6% |
| Admin fee / account holder | $5,635 | $7,213-21.9% | $16,241-65.3% | $6,261-10.0% |