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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 | $212,932 | $51,638+312.4% | $68,368+211.5% | $82,448+158.3% |
| Participation rate | 91.7% | 63.6%+28.1pp | 73.8%+17.9pp | 68.1%+23.6pp |
| Annual return | 14.95% | 37.53%-22.6pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $7,818 | $2,047+282.0% | $2,649+195.1% | $2,551+206.5% |
| Participant deferral / active EE | $5,374 | $2,914+84.5% | $4,123+30.4% | $4,139+29.8% |
| Admin fee / account holder | $24,194 | $4,643+421.0% | $5,150+369.8% | $7,234+234.4% |