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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 | $180,287 | $95,406+89.0% | $185,849-3.0% | $85,847+110.0% |
| Participation rate | 98.2% | 68.8%+29.5pp | 81.7%+16.5pp | 69.3%+28.9pp |
| Annual return | 16.43% | 23.59%-7.2pp | 122.10%-105.7pp | 318.61%-302.2pp |
| Employer contribution / active EE | $7,639 | $3,314+130.5% | $5,169+47.8% | $2,565+197.8% |
| Participant deferral / active EE | $5,699 | $3,424+66.5% | $5,569+2.3% | $3,952+44.2% |
| Admin fee / account holder | $8,693 | $7,214+20.5% | $16,244-46.5% | $6,261+38.9% |