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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 | $48,337+308.6% | $67,560+192.3% | $80,959+143.9% |
| Participation rate | 84.9% | 66.4%+18.5pp | 72.9%+12.0pp | 67.7%+17.3pp |
| Annual return | 15.35% | 18.26%-2.9pp | 3533.50%-3518.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $3,849 | $2,023+90.3% | $2,737+40.6% | $2,757+39.6% |
| Participant deferral / active EE | $6,036 | $2,928+106.1% | $4,004+50.8% | $4,300+40.4% |
| Admin fee / account holder | $8,025 | $3,695+117.2% | $3,994+100.9% | $6,925+15.9% |