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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 | $193,168 | $105,198+83.6% | $159,455+21.1% | $85,856+125.0% |
| Participation rate | 82.2% | 75.8%+6.4pp | 82.8%-0.6pp | 69.3%+12.9pp |
| Annual return | 12.76% | 45.08%-32.3pp | 263.63%-250.9pp | 318.58%-305.8pp |
| Employer contribution / active EE | $9,562 | $3,319+188.1% | $4,830+98.0% | $2,565+272.8% |
| Participant deferral / active EE | $9,692 | $5,946+63.0% | $7,353+31.8% | $3,952+145.2% |
| Admin fee / account holder | $3,035 | $6,934-56.2% | $10,800-71.9% | $6,261-51.5% |