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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 | $174,913 | $48,078+263.8% | $78,676+122.3% | $62,881+178.2% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.6%+23.6pp | 69.3%+27.8pp |
| Annual return | 7.97% | 31.36%-23.4pp | 62.19%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $8,950 | $2,015+344.3% | $2,850+214.0% | $2,281+292.4% |
| Participant deferral / active EE | $7,445 | $2,587+187.8% | $3,517+111.7% | $3,203+132.4% |
| Admin fee / account holder | $26,112 | $3,206+714.5% | $4,510+479.0% | $4,296+507.9% |