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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 | $215,633 | $89,364+141.3% | $141,177+52.7% | $72,983+195.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 20.52% | 111.86%-91.3pp | 71.40%-50.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $5,809 | $3,115+86.5% | $4,736+22.7% | $2,440+138.1% |
| Participant deferral / active EE | $8,736 | $5,419+61.2% | $6,710+30.2% | $3,608+142.2% |
| Admin fee / account holder | $17,360 | $5,959+191.3% | $10,263+69.1% | $5,124+238.8% |