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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 | $212,716 | $93,598+127.3% | $135,974+56.4% | $75,173+183.0% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 22.56% | 30.89%-8.3pp | 68.30%-45.7pp | 160.72%-138.2pp |
| Employer contribution / active EE | $10,865 | $3,538+207.1% | $4,859+123.6% | $2,671+306.8% |
| Participant deferral / active EE | $14,066 | $6,405+119.6% | $7,760+81.3% | $4,126+240.9% |
| Admin fee / account holder | $2,227 | $6,978-68.1% | $10,767-79.3% | $5,651-60.6% |