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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 | $211,069 | $85,766+146.1% | $136,298+54.9% | $70,126+201.0% |
| Participation rate | 98.3% | 74.2%+24.1pp | 81.9%+16.4pp | 69.5%+28.7pp |
| Annual return | 16.27% | 31.46%-15.2pp | 5156.27%-5140.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $6,810 | $2,966+129.6% | $4,696+45.0% | $2,343+190.7% |
| Participant deferral / active EE | $7,348 | $5,051+45.5% | $6,247+17.6% | $3,332+120.5% |
| Admin fee / account holder | $4,679 | $5,421-13.7% | $9,244-49.4% | $4,645+0.7% |