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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 | $213,539 | $99,994+113.6% | $146,647+45.6% | $85,851+148.7% |
| Participation rate | 77.1% | 73.1%+4.0pp | 80.1%-3.0pp | 69.3%+7.8pp |
| Annual return | 21.03% | 18.93%+2.1pp | 22.75%-1.7pp | 318.63%-297.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,861 | $4,006+96.2% | $5,506+42.8% | $3,952+98.9% |
| Admin fee / account holder | $35,112 | $7,703+355.8% | $10,281+241.5% | $6,261+460.8% |