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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 | $244,626 | $77,901+214.0% | $149,717+63.4% | $75,181+225.4% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 24.50% | 31.73%-7.2pp | 134.41%-109.9pp | 160.69%-136.2pp |
| Employer contribution / active EE | $12,082 | $3,137+285.1% | $4,820+150.7% | $2,671+352.4% |
| Participant deferral / active EE | $7,110 | $3,411+108.5% | $5,682+25.1% | $4,126+72.3% |
| Admin fee / account holder | $645 | $5,949-89.2% | $13,213-95.1% | $5,650-88.6% |