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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 | $129,759 | $89,364+45.2% | $141,177-8.1% | $72,983+77.8% |
| Participation rate | 80.6% | 75.1%+5.5pp | 82.5%-1.8pp | 69.5%+11.2pp |
| Annual return | 22.23% | 111.86%-89.6pp | 71.40%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $6,291 | $3,115+102.0% | $4,736+32.9% | $2,440+157.9% |
| Participant deferral / active EE | $13,271 | $5,419+144.9% | $6,710+97.8% | $3,608+267.9% |
| Admin fee / account holder | $17,815 | $5,959+199.0% | $10,263+73.6% | $5,124+247.7% |