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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 | $177,211 | $91,198+94.3% | $178,503-0.7% | $79,856+121.9% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 21.36% | 24.20%-2.8pp | 151.12%-129.8pp | 31.71%-10.4pp |
| Employer contribution / active EE | $7,548 | $3,257+131.8% | $5,011+50.6% | $2,471+205.5% |
| Participant deferral / active EE | $5,980 | $3,237+84.8% | $5,202+14.9% | $3,741+59.9% |
| Admin fee / account holder | $2,941 | $6,748-56.4% | $13,987-79.0% | $5,306-44.6% |