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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 | $195,953 | $86,949+125.4% | $102,460+91.2% | $80,959+142.0% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.7%+23.0pp |
| Annual return | 29.40% | 18.89%+10.5pp | 29.47%-0.1pp | 35.67%-6.3pp |
| Employer contribution / active EE | $6,250 | $2,370+163.7% | $3,025+106.6% | $2,757+126.7% |
| Participant deferral / active EE | $4,733 | $4,121+14.8% | $5,056-6.4% | $4,300+10.1% |
| Admin fee / account holder | $43,312 | $8,048+438.2% | $9,460+357.8% | $6,925+525.4% |