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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 | $230,909 | $81,276+184.1% | $155,574+48.4% | $80,925+185.3% |
| Participation rate | 96.8% | 66.2%+30.6pp | 78.2%+18.6pp | 67.7%+29.2pp |
| Annual return | 13.06% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.6pp |
| Employer contribution / active EE | $8,866 | $3,103+185.7% | $4,676+89.6% | $2,756+221.7% |
| Participant deferral / active EE | $6,124 | $3,453+77.3% | $5,629+8.8% | $4,299+42.5% |
| Admin fee / account holder | $10,657 | $7,993+33.3% | $15,914-33.0% | $6,940+53.6% |