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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 | $233,851 | $62,672+273.1% | $185,117+26.3% | $70,124+233.5% |
| Participation rate | 96.6% | 63.8%+32.8pp | 77.3%+19.3pp | 69.5%+27.0pp |
| Annual return | 16.58% | 40.79%-24.2pp | 40.50%-23.9pp | 73.14%-56.6pp |
| Employer contribution / active EE | $11,794 | $1,753+572.7% | $4,182+182.0% | $2,342+403.5% |
| Participant deferral / active EE | $6,652 | $3,272+103.3% | $5,045+31.9% | $3,332+99.7% |
| Admin fee / account holder | $9,694 | $3,932+146.6% | $8,159+18.8% | $4,645+108.7% |