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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 | $207,018 | $96,731+114.0% | $123,973+67.0% | $86,983+138.0% |
| Participation rate | 81.0% | 70.0%+10.9pp | 76.7%+4.3pp | 69.5%+11.4pp |
| Annual return | 13.97% | 17.33%-3.4pp | 388.13%-374.2pp | 25.83%-11.9pp |
| Employer contribution / active EE | $1,275 | $3,297-61.3% | $4,126-69.1% | $2,584-50.7% |
| Participant deferral / active EE | $8,425 | $4,152+102.9% | $5,247+60.6% | $4,194+100.9% |
| Admin fee / account holder | $25,016 | $8,722+186.8% | $11,799+112.0% | $7,856+218.4% |