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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 | $184,456 | $98,760+86.8% | $149,715+23.2% | $79,858+131.0% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 16.95% | 27.43%-10.5pp | 276.66%-259.7pp | 31.72%-14.8pp |
| Employer contribution / active EE | $10,704 | $3,217+232.8% | $4,645+130.5% | $2,471+333.2% |
| Participant deferral / active EE | $13,168 | $5,681+131.8% | $6,842+92.5% | $3,740+252.1% |
| Admin fee / account holder | $20,183 | $6,053+233.4% | $9,310+116.8% | $5,306+280.4% |