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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 | $217,271 | $89,370+143.1% | $141,197+53.9% | $72,976+197.7% |
| Participation rate | 96.3% | 75.1%+21.1pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 23.52% | 111.88%-88.4pp | 71.41%-47.9pp | 81.02%-57.5pp |
| Employer contribution / active EE | $6,477 | $3,115+107.9% | $4,736+36.8% | $2,440+165.4% |
| Participant deferral / active EE | $16,003 | $5,419+195.3% | $6,710+138.5% | $3,608+343.6% |
| Admin fee / account holder | $3,438 | $5,957-42.3% | $10,265-66.5% | $5,124-32.9% |