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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 | $196,970 | $81,276+142.3% | $155,574+26.6% | $80,925+143.4% |
| Participation rate | 94.0% | 66.2%+27.8pp | 78.2%+15.8pp | 67.7%+26.4pp |
| Annual return | 16.41% | 33.36%-17.0pp | 64.87%-48.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $4,830 | $3,103+55.7% | $4,676+3.3% | $2,756+75.2% |
| Participant deferral / active EE | $4,208 | $3,453+21.9% | $5,629-25.3% | $4,299-2.1% |
| Admin fee / account holder | $27,182 | $7,993+240.1% | $15,914+70.8% | $6,940+291.7% |