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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 | $242,272 | $77,908+211.0% | $149,696+61.8% | $75,173+222.3% |
| Participation rate | 88.9% | 65.6%+23.3pp | 78.8%+10.1pp | 67.2%+21.7pp |
| Annual return | 17.40% | 31.73%-14.3pp | 134.46%-117.1pp | 160.72%-143.3pp |
| Employer contribution / active EE | $10,434 | $3,138+232.5% | $4,821+116.4% | $2,671+290.6% |
| Participant deferral / active EE | $6,370 | $3,411+86.7% | $5,682+12.1% | $4,126+54.4% |
| Admin fee / account holder | $3,507 | $5,950-41.1% | $13,212-73.5% | $5,651-37.9% |