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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 | $216,908 | $98,776+119.6% | $149,745+44.9% | $79,856+171.6% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 14.61% | 27.38%-12.8pp | 276.72%-262.1pp | 31.71%-17.1pp |
| Employer contribution / active EE | $807 | $3,217-74.9% | $4,646-82.6% | $2,471-67.3% |
| Participant deferral / active EE | $7,931 | $5,681+39.6% | $6,843+15.9% | $3,741+112.0% |
| Admin fee / account holder | $41,783 | $6,053+590.3% | $9,312+348.7% | $5,306+687.4% |