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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 | $198,660 | $85,766+131.6% | $136,298+45.8% | $70,126+183.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 16.72% | 31.46%-14.7pp | 5156.27%-5139.5pp | 73.15%-56.4pp |
| Employer contribution / active EE | $6,216 | $2,966+109.6% | $4,696+32.4% | $2,343+165.4% |
| Participant deferral / active EE | $5,399 | $5,051+6.9% | $6,247-13.6% | $3,332+62.1% |
| Admin fee / account holder | $13,955 | $5,421+157.4% | $9,244+51.0% | $4,645+200.4% |