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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 | $231,485 | $81,276+184.8% | $155,574+48.8% | $80,925+186.0% |
| Participation rate | 96.7% | 66.2%+30.4pp | 78.2%+18.5pp | 67.7%+29.0pp |
| Annual return | 13.53% | 33.36%-19.8pp | 64.87%-51.3pp | 35.65%-22.1pp |
| Employer contribution / active EE | $6,830 | $3,103+120.1% | $4,676+46.1% | $2,756+147.8% |
| Participant deferral / active EE | $4,763 | $3,453+37.9% | $5,629-15.4% | $4,299+10.8% |
| Admin fee / account holder | $5,133 | $7,993-35.8% | $15,914-67.7% | $6,940-26.0% |