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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 | $243,396 | $101,763+139.2% | $164,866+47.6% | $80,874+201.0% |
| Participation rate | 97.8% | 71.8%+26.0pp | 78.6%+19.2pp | 67.6%+30.2pp |
| Annual return | 18.59% | 16.73%+1.9pp | 69.97%-51.4pp | 35.62%-17.0pp |
| Employer contribution / active EE | $5,857 | $2,954+98.3% | $4,343+34.9% | $2,756+112.6% |
| Participant deferral / active EE | $12,798 | $4,477+185.9% | $6,033+112.1% | $4,297+197.8% |
| Admin fee / account holder | $1,926 | $8,228-76.6% | $12,689-84.8% | $6,935-72.2% |