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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 | $238,899 | $126,661+88.6% | $113,397+110.7% | $138,895+72.0% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.5%+5.3pp | 79.9%+1.9pp |
| Annual return | 13.87% | 25.05%-11.2pp | 23.20%-9.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $6,814 | $3,456+97.2% | $2,977+128.9% | $4,194+62.5% |
| Participant deferral / active EE | $8,387 | $5,693+47.3% | $5,076+65.2% | $6,396+31.1% |
| Admin fee / account holder | $26,877 | $14,549+84.7% | $11,957+124.8% | $12,562+114.0% |