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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 | $191,546 | $48,277+296.8% | $67,511+183.7% | $80,874+136.8% |
| Participation rate | 79.3% | 66.4%+12.9pp | 72.9%+6.4pp | 67.6%+11.7pp |
| Annual return | 13.35% | 18.27%-4.9pp | 3517.41%-3504.1pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,348 | $2,021+16.2% | $2,733-14.1% | $2,756-14.8% |
| Participant deferral / active EE | $6,199 | $2,926+111.9% | $4,000+55.0% | $4,297+44.3% |
| Admin fee / account holder | $24,653 | $3,687+568.6% | $3,999+516.5% | $6,935+255.5% |