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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 | $197,491 | $48,314+308.8% | $67,561+192.3% | $80,925+144.0% |
| Participation rate | 84.9% | 66.4%+18.5pp | 72.9%+12.0pp | 67.7%+17.3pp |
| Annual return | 15.35% | 18.28%-2.9pp | 3525.44%-3510.1pp | 35.65%-20.3pp |
| Employer contribution / active EE | $3,849 | $2,022+90.4% | $2,735+40.7% | $2,756+39.6% |
| Participant deferral / active EE | $6,036 | $2,927+106.3% | $4,003+50.8% | $4,299+40.4% |
| Admin fee / account holder | $8,025 | $3,690+117.5% | $4,006+100.4% | $6,940+15.6% |