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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 | $188,904 | $65,041+190.4% | $90,965+107.7% | $79,858+136.6% |
| Participation rate | 97.7% | 61.6%+36.1pp | 69.0%+28.7pp | 69.6%+28.0pp |
| Annual return | 13.41% | 30.45%-17.0pp | 134.57%-121.2pp | 31.72%-18.3pp |
| Employer contribution / active EE | $7,129 | $1,247+471.6% | $2,122+235.9% | $2,471+188.5% |
| Participant deferral / active EE | $7,332 | $2,512+191.9% | $3,373+117.4% | $3,740+96.0% |
| Admin fee / account holder | $3,665 | $4,536-19.2% | $5,960-38.5% | $5,306-30.9% |