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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 | $171,037 | $109,359+56.4% | $162,177+5.5% | $72,975+134.4% |
| Participation rate | 88.5% | 84.3%+4.2pp | 87.6%+0.9pp | 69.5%+19.0pp |
| Annual return | 21.82% | 25.46%-3.6pp | 115.60%-93.8pp | 81.01%-59.2pp |
| Employer contribution / active EE | $9,580 | $3,907+145.2% | $5,613+70.7% | $2,440+292.6% |
| Participant deferral / active EE | $16,485 | $5,481+200.8% | $7,297+125.9% | $3,608+357.0% |
| Admin fee / account holder | $22,604 | $7,972+183.6% | $10,843+108.5% | $5,124+341.1% |