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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 | $243,363 | $85,171+185.7% | $172,753+40.9% | $72,976+233.5% |
| Participation rate | 86.5% | 70.1%+16.4pp | 82.6%+3.8pp | 69.5%+17.0pp |
| Annual return | 19.80% | 27.32%-7.5pp | 803.00%-783.2pp | 81.02%-61.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,166 | $3,260+58.5% | $5,198-0.6% | $3,608+43.2% |
| Admin fee / account holder | $1,308 | $5,880-77.8% | $13,956-90.6% | $5,124-74.5% |