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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 | $196,426 | $107,421+82.9% | $182,262+7.8% | $94,015+108.9% |
| Participation rate | 97.6% | 77.8%+19.8pp | 84.2%+13.4pp | 70.8%+26.8pp |
| Annual return | 16.26% | 21.32%-5.1pp | 140.60%-124.3pp | 17.84%-1.6pp |
| Employer contribution / active EE | $7,056 | $3,448+104.7% | $5,046+39.8% | $2,790+152.9% |
| Participant deferral / active EE | $16,278 | $6,558+148.2% | $8,276+96.7% | $4,249+283.1% |
| Admin fee / account holder | $3,857 | $8,692-55.6% | $16,712-76.9% | $8,951-56.9% |