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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 | $181,694 | $65,367+178.0% | $92,915+95.5% | $72,976+149.0% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 20.47% | 42.11%-21.6pp | 109.45%-89.0pp | 81.02%-60.5pp |
| Employer contribution / active EE | $2,000 | $2,594-22.9% | $3,653-45.3% | $2,440-18.0% |
| Participant deferral / active EE | $6,458 | $3,128+106.4% | $4,238+52.4% | $3,608+79.0% |
| Admin fee / account holder | $14,223 | $4,251+234.5% | $5,796+145.4% | $5,124+177.6% |