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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 | $217,140 | $94,436+129.9% | $115,599+87.8% | $82,637+162.8% |
| Participation rate | 91.7% | 70.4%+21.2pp | 74.3%+17.4pp | 68.1%+23.6pp |
| Annual return | 44.30% | 18.37%+25.9pp | 111.10%-66.8pp | 53.51%-9.2pp |
| Employer contribution / active EE | $3,579 | $2,324+54.0% | $2,955+21.1% | $2,552+40.2% |
| Participant deferral / active EE | $10,697 | $3,955+170.5% | $4,889+118.8% | $4,126+159.3% |
| Admin fee / account holder | $9,348 | $10,328-9.5% | $12,841-27.2% | $7,339+27.4% |