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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 | $233,618 | $72,071+224.1% | $68,368+241.7% | $137,256+70.2% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 15.63% | 353.14%-337.5pp | 292.57%-276.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $14,678 | $2,788+426.5% | $2,649+454.1% | $4,156+253.2% |
| Participant deferral / active EE | $16,221 | $4,410+267.8% | $4,123+293.4% | $6,407+153.2% |
| Admin fee / account holder | $47,101 | $5,336+782.8% | $5,150+814.6% | $12,270+283.9% |