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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 | $217,036 | $53,127+308.5% | $86,597+150.6% | $70,131+209.5% |
| Participation rate | 84.9% | 65.3%+19.6pp | 73.5%+11.4pp | 69.5%+15.4pp |
| Annual return | 15.20% | 27.66%-12.5pp | 964.96%-949.8pp | 73.14%-57.9pp |
| Employer contribution / active EE | $5,180 | $2,068+150.4% | $2,840+82.4% | $2,342+121.1% |
| Participant deferral / active EE | $10,333 | $2,696+283.3% | $3,609+186.3% | $3,332+210.1% |
| Admin fee / account holder | $15,674 | $3,585+337.1% | $4,906+219.5% | $4,645+237.4% |