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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 | $238,906 | $101,798+134.7% | $165,071+44.7% | $80,935+195.2% |
| Participation rate | 93.0% | 71.8%+21.2pp | 78.6%+14.4pp | 67.7%+25.3pp |
| Annual return | 89.02% | 16.73%+72.3pp | 70.17%+18.8pp | 35.66%+53.4pp |
| Employer contribution / active EE | $8,127 | $2,954+175.1% | $4,347+86.9% | $2,757+194.8% |
| Participant deferral / active EE | $4,201 | $4,476-6.1% | $6,035-30.4% | $4,299-2.3% |
| Admin fee / account holder | $913 | $8,221-88.9% | $12,695-92.8% | $6,924-86.8% |