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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 | $152,673 | $104,709+45.8% | $85,705+78.1% | $167,553-8.9% |
| Participation rate | 95.8% | 76.4%+19.5pp | 69.9%+26.0pp | 82.1%+13.7pp |
| Annual return | 22.38% | 21.45%+0.9pp | 21.49%+0.9pp | 478.89%-456.5pp |
| Employer contribution / active EE | $7,630 | $3,338+128.6% | $2,619+191.3% | $4,840+57.6% |
| Participant deferral / active EE | $16,184 | $4,827+235.3% | $3,924+312.5% | $6,343+155.2% |
| Admin fee / account holder | $12,439 | $10,036+23.9% | $6,877+80.9% | $12,316+1.0% |