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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 | $204,605 | $84,236+142.9% | $170,439+20.0% | $70,124+191.8% |
| Participation rate | 97.5% | 70.8%+26.7pp | 83.6%+13.9pp | 69.5%+28.0pp |
| Annual return | 16.29% | 23.06%-6.8pp | 205.94%-189.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $5,734 | $3,387+69.3% | $5,433+5.5% | $2,342+144.8% |
| Participant deferral / active EE | $6,128 | $3,086+98.6% | $4,939+24.1% | $3,332+83.9% |
| Admin fee / account holder | $641 | $5,698-88.8% | $13,881-95.4% | $4,645-86.2% |