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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 | $189,511 | $101,795+86.2% | $165,100+14.8% | $80,959+134.1% |
| Participation rate | 87.9% | 71.8%+16.1pp | 78.6%+9.3pp | 67.7%+20.2pp |
| Annual return | 13.14% | 16.73%-3.6pp | 70.21%-57.1pp | 35.67%-22.5pp |
| Employer contribution / active EE | $6,811 | $2,954+130.6% | $4,348+56.6% | $2,757+147.0% |
| Participant deferral / active EE | $10,518 | $4,476+135.0% | $6,035+74.3% | $4,300+144.6% |
| Admin fee / account holder | $635 | $8,221-92.3% | $12,696-95.0% | $6,925-90.8% |