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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 | $205,833 | $114,712+79.4% | $173,730+18.5% | $87,485+135.3% |
| Participation rate | 96.6% | 73.0%+23.6pp | 79.6%+17.0pp | 68.9%+27.6pp |
| Annual return | 137.20% | 20.18%+117.0pp | 19.96%+117.2pp | 26.06%+111.1pp |
| Employer contribution / active EE | $3,216 | $2,904+10.7% | $4,577-29.7% | $2,596+23.9% |
| Participant deferral / active EE | $4,631 | $4,642-0.2% | $6,326-26.8% | $4,274+8.4% |
| Admin fee / account holder | $10,363 | $10,210+1.5% | $17,523-40.9% | $7,775+33.3% |