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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 | $181,435 | $81,276+123.2% | $155,574+16.6% | $80,925+124.2% |
| Participation rate | 97.6% | 66.2%+31.3pp | 78.2%+19.3pp | 67.7%+29.9pp |
| Annual return | 17.93% | 33.36%-15.4pp | 64.87%-46.9pp | 35.65%-17.7pp |
| Employer contribution / active EE | $8,204 | $3,103+164.4% | $4,676+75.5% | $2,756+197.6% |
| Participant deferral / active EE | $7,249 | $3,453+109.9% | $5,629+28.8% | $4,299+68.6% |
| Admin fee / account holder | $1,350 | $7,993-83.1% | $15,914-91.5% | $6,940-80.6% |