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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 | $244,273 | $46,732+422.7% | $156,551+56.0% | $55,167+342.8% |
| Participation rate | 98.3% | 65.8%+32.5pp | 84.0%+14.3pp | 69.0%+29.3pp |
| Annual return | 9.72% | 17.72%-8.0pp | 32.23%-22.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $10,722 | $2,105+409.3% | $5,501+94.9% | $1,963+446.3% |
| Participant deferral / active EE | $7,004 | $2,204+217.8% | $4,871+43.8% | $3,054+129.3% |
| Admin fee / account holder | $4,943 | $418+1081.5% | $13,028-62.1% | $504+881.0% |