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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 | $196,735 | $81,233+142.2% | $155,567+26.5% | $80,874+143.3% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.6%+28.4pp |
| Annual return | 14.71% | 33.33%-18.6pp | 64.74%-50.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $9,059 | $3,101+192.2% | $4,674+93.8% | $2,756+228.7% |
| Participant deferral / active EE | $7,121 | $3,452+106.3% | $5,628+26.5% | $4,297+65.7% |
| Admin fee / account holder | $1,796 | $7,998-77.5% | $15,916-88.7% | $6,935-74.1% |