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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 | $231,174 | $76,551+202.0% | $123,894+86.6% | $62,881+267.6% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.4pp | 69.3%+28.5pp |
| Annual return | 6.66% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $7,326 | $2,882+154.2% | $4,617+58.7% | $2,281+221.2% |
| Participant deferral / active EE | $11,820 | $4,840+144.2% | $5,984+97.5% | $3,203+269.0% |
| Admin fee / account holder | $1,890 | $4,826-60.8% | $8,357-77.4% | $4,296-56.0% |