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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 | $228,048 | $68,586+232.5% | $120,380+89.4% | $80,911+181.9% |
| Participation rate | 83.9% | 61.6%+22.3pp | 71.9%+12.0pp | 67.6%+16.2pp |
| Annual return | 18.27% | 23.62%-5.3pp | 107.28%-89.0pp | 35.63%-17.4pp |
| Employer contribution / active EE | $5,961 | $2,053+190.4% | $3,465+72.0% | $2,756+116.3% |
| Participant deferral / active EE | $14,194 | $3,174+347.2% | $4,992+184.3% | $4,297+230.3% |
| Admin fee / account holder | $15,074 | $5,733+162.9% | $9,421+60.0% | $6,935+117.4% |