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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 | $215,934 | $81,331+165.5% | $155,534+38.8% | $80,935+166.8% |
| Participation rate | 88.0% | 66.3%+21.7pp | 78.2%+9.8pp | 67.7%+20.3pp |
| Annual return | 14.00% | 33.37%-19.4pp | 64.92%-50.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $10,997 | $3,105+254.2% | $4,675+135.3% | $2,757+298.9% |
| Participant deferral / active EE | $7,951 | $3,454+130.2% | $5,630+41.2% | $4,299+84.9% |
| Admin fee / account holder | $15,245 | $7,999+90.6% | $15,900-4.1% | $6,924+120.2% |