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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 | $211,285 | $79,449+165.9% | $189,597+11.4% | $85,851+146.1% |
| Participation rate | 92.5% | 66.0%+26.5pp | 78.4%+14.1pp | 69.3%+23.2pp |
| Annual return | 16.15% | 18.45%-2.3pp | 64.20%-48.0pp | 318.63%-302.5pp |
| Employer contribution / active EE | $12,777 | $2,081+514.0% | $4,412+189.6% | $2,565+398.1% |
| Participant deferral / active EE | $13,991 | $4,051+245.3% | $6,174+126.6% | $3,952+254.0% |
| Admin fee / account holder | $22,870 | $5,377+325.3% | $9,807+133.2% | $6,261+265.3% |