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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 | $211,894 | $142,426+48.8% | $115,167+84.0% | $152,909+38.6% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.5%+7.5pp |
| Annual return | 24.65% | 41.48%-16.8pp | 35.60%-11.0pp | 345.46%-320.8pp |
| Employer contribution / active EE | $13,542 | $4,011+237.7% | $3,179+326.0% | $4,764+184.3% |
| Participant deferral / active EE | $4,847 | $5,165-6.2% | $4,169+16.3% | $5,851-17.2% |
| Admin fee / account holder | $948 | $8,464-88.8% | $7,089-86.6% | $11,601-91.8% |