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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 | $209,621 | $89,367+134.6% | $141,191+48.5% | $72,975+187.2% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.5%+11.6pp | 69.5%+24.5pp |
| Annual return | 23.47% | 111.87%-88.4pp | 71.41%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $7,936 | $3,115+154.8% | $4,736+67.6% | $2,440+225.2% |
| Participant deferral / active EE | $11,243 | $5,419+107.5% | $6,710+67.6% | $3,608+211.6% |
| Admin fee / account holder | $3,854 | $5,957-35.3% | $10,264-62.4% | $5,124-24.8% |