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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 | $189,275 | $78,707+140.5% | $117,861+60.6% | $70,126+169.9% |
| Participation rate | 92.8% | 73.2%+19.6pp | 79.7%+13.1pp | 69.5%+23.2pp |
| Annual return | 13.75% | 23.30%-9.5pp | 335.11%-321.4pp | 73.15%-59.4pp |
| Employer contribution / active EE | $7,430 | $2,223+234.2% | $3,786+96.2% | $2,343+217.2% |
| Participant deferral / active EE | $9,518 | $3,297+188.6% | $4,482+112.4% | $3,332+185.7% |
| Admin fee / account holder | $29,978 | $5,066+491.8% | $8,021+273.8% | $4,645+545.3% |