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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 | $201,871 | $85,766+135.4% | $136,298+48.1% | $70,126+187.9% |
| Participation rate | 86.0% | 74.2%+11.9pp | 81.9%+4.1pp | 69.5%+16.5pp |
| Annual return | 17.79% | 31.46%-13.7pp | 5156.27%-5138.5pp | 73.15%-55.4pp |
| Employer contribution / active EE | $6,845 | $2,966+130.8% | $4,696+45.8% | $2,343+192.2% |
| Participant deferral / active EE | $8,058 | $5,051+59.5% | $6,247+29.0% | $3,332+141.8% |
| Admin fee / account holder | $17,269 | $5,421+218.6% | $9,244+86.8% | $4,645+271.7% |