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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 | $228,680 | $77,908+193.5% | $149,696+52.8% | $75,173+204.2% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 24.06% | 31.73%-7.7pp | 134.46%-110.4pp | 160.72%-136.7pp |
| Employer contribution / active EE | $5,171 | $3,138+64.8% | $4,821+7.3% | $2,671+93.6% |
| Participant deferral / active EE | $5,655 | $3,411+65.8% | $5,682-0.5% | $4,126+37.0% |
| Admin fee / account holder | $2,772 | $5,950-53.4% | $13,212-79.0% | $5,651-50.9% |