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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 | $204,564 | $81,233+151.8% | $155,567+31.5% | $80,874+152.9% |
| Participation rate | 90.4% | 66.2%+24.2pp | 78.2%+12.2pp | 67.6%+22.7pp |
| Annual return | 15.29% | 33.33%-18.0pp | 64.74%-49.4pp | 35.62%-20.3pp |
| Employer contribution / active EE | $15,254 | $3,101+392.0% | $4,674+226.4% | $2,756+453.6% |
| Participant deferral / active EE | $6,980 | $3,452+102.2% | $5,628+24.0% | $4,297+62.4% |
| Admin fee / account holder | $35,822 | $7,998+347.9% | $15,916+125.1% | $6,935+416.5% |