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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 | $199,504 | $84,233+136.8% | $170,436+17.1% | $70,131+184.5% |
| Participation rate | 93.3% | 70.8%+22.5pp | 83.6%+9.7pp | 69.5%+23.8pp |
| Annual return | 22.67% | 23.06%-0.4pp | 205.94%-183.3pp | 73.14%-50.5pp |
| Employer contribution / active EE | $7,587 | $3,387+124.0% | $5,433+39.6% | $2,342+223.9% |
| Participant deferral / active EE | $5,797 | $3,086+87.9% | $4,939+17.4% | $3,332+74.0% |
| Admin fee / account holder | $633 | $5,698-88.9% | $13,880-95.4% | $4,645-86.4% |