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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 | $191,226 | $55,930+241.9% | $76,089+151.3% | $80,925+136.3% |
| Participation rate | 93.1% | 62.1%+31.0pp | 69.1%+24.0pp | 67.7%+25.4pp |
| Annual return | 17.76% | 20.58%-2.8pp | 360.94%-343.2pp | 35.65%-17.9pp |
| Employer contribution / active EE | $3,725 | $1,866+99.6% | $2,690+38.5% | $2,756+35.1% |
| Participant deferral / active EE | $10,266 | $3,051+236.5% | $4,259+141.0% | $4,299+138.8% |
| Admin fee / account holder | $5,407 | $5,241+3.2% | $6,418-15.8% | $6,940-22.1% |