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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 | $241,755 | $126,661+90.9% | $113,397+113.2% | $138,895+74.1% |
| Participation rate | 94.7% | 79.4%+15.3pp | 76.5%+18.2pp | 79.9%+14.8pp |
| Annual return | 29.95% | 25.05%+4.9pp | 23.20%+6.7pp | 145.39%-115.4pp |
| Employer contribution / active EE | $14,480 | $3,456+318.9% | $2,977+386.4% | $4,194+245.2% |
| Participant deferral / active EE | $7,910 | $5,693+39.0% | $5,076+55.8% | $6,396+23.7% |
| Admin fee / account holder | $3,001 | $14,549-79.4% | $11,957-74.9% | $12,562-76.1% |