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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 | $246,498 | $91,198+170.3% | $178,503+38.1% | $79,856+208.7% |
| Participation rate | 97.6% | 69.2%+28.3pp | 81.9%+15.6pp | 69.6%+27.9pp |
| Annual return | 13.97% | 24.20%-10.2pp | 151.12%-137.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $10,203 | $3,257+213.3% | $5,011+103.6% | $2,471+312.9% |
| Participant deferral / active EE | $6,026 | $3,237+86.2% | $5,202+15.8% | $3,741+61.1% |
| Admin fee / account holder | $4,592 | $6,748-32.0% | $13,987-67.2% | $5,306-13.5% |