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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 | $228,250 | $106,864+113.6% | $147,318+54.9% | $82,637+176.2% |
| Participation rate | 90.0% | 75.5%+14.5pp | 82.1%+7.9pp | 68.1%+21.9pp |
| Annual return | 18.11% | 27.49%-9.4pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $4,858 | $3,417+42.2% | $4,593+5.8% | $2,552+90.3% |
| Participant deferral / active EE | $12,996 | $6,496+100.1% | $7,906+64.4% | $4,126+215.0% |
| Admin fee / account holder | $966 | $8,415-88.5% | $13,708-93.0% | $7,339-86.8% |