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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 | $229,698 | $77,638+195.9% | $156,551+46.7% | $62,881+265.3% |
| Participation rate | 91.3% | 71.2%+20.1pp | 84.0%+7.3pp | 69.3%+22.0pp |
| Annual return | 7.39% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $9,702 | $3,444+181.7% | $5,501+76.4% | $2,281+325.3% |
| Participant deferral / active EE | $7,250 | $3,046+138.1% | $4,871+48.8% | $3,203+126.4% |
| Admin fee / account holder | $5,200 | $5,561-6.5% | $13,028-60.1% | $4,296+21.0% |