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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 | $210,479 | $108,825+93.4% | $156,181+34.8% | $82,448+155.3% |
| Participation rate | 95.0% | 72.4%+22.6pp | 78.8%+16.2pp | 68.1%+26.9pp |
| Annual return | 20.55% | 20.59%0pp | 64.87%-44.3pp | 41.64%-21.1pp |
| Employer contribution / active EE | $6,523 | $2,870+127.3% | $4,294+51.9% | $2,551+155.7% |
| Participant deferral / active EE | $17,942 | $4,577+292.0% | $6,132+192.6% | $4,139+333.5% |
| Admin fee / account holder | $25,920 | $9,341+177.5% | $14,586+77.7% | $7,234+258.3% |