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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 | $197,074 | $77,908+153.0% | $149,696+31.6% | $75,173+162.2% |
| Participation rate | 96.4% | 65.6%+30.8pp | 78.8%+17.7pp | 67.2%+29.2pp |
| Annual return | 17.71% | 31.73%-14.0pp | 134.46%-116.7pp | 160.72%-143.0pp |
| Employer contribution / active EE | $11,306 | $3,138+260.3% | $4,821+134.5% | $2,671+323.3% |
| Participant deferral / active EE | $6,598 | $3,411+93.4% | $5,682+16.1% | $4,126+59.9% |
| Admin fee / account holder | $1,875 | $5,950-68.5% | $13,212-85.8% | $5,651-66.8% |