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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 | $209,733 | $76,407+174.5% | $150,298+39.5% | $82,448+154.4% |
| Participation rate | 94.2% | 66.4%+27.8pp | 77.8%+16.4pp | 68.1%+26.1pp |
| Annual return | 17.15% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $10,532 | $2,614+302.9% | $4,154+153.5% | $2,551+312.9% |
| Participant deferral / active EE | $5,859 | $3,214+82.3% | $5,453+7.4% | $4,139+41.5% |
| Admin fee / account holder | $38,888 | $6,352+512.2% | $14,116+175.5% | $7,234+437.6% |