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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 | $242,161 | $91,198+165.5% | $178,503+35.7% | $79,856+203.2% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 15.74% | 24.20%-8.5pp | 151.12%-135.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $13,148 | $3,257+303.7% | $5,011+162.4% | $2,471+432.0% |
| Participant deferral / active EE | $10,570 | $3,237+226.6% | $5,202+103.2% | $3,741+182.6% |
| Admin fee / account holder | $5,502 | $6,748-18.5% | $13,987-60.7% | $5,306+3.7% |