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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 | $123,856 | $64,324+92.5% | $118,946+4.1% | $79,858+55.1% |
| Participation rate | 91.8% | 64.9%+27.0pp | 75.4%+16.4pp | 69.6%+22.2pp |
| Annual return | 20.28% | 86.45%-66.2pp | 35.89%-15.6pp | 31.72%-11.4pp |
| Employer contribution / active EE | $6,636 | $1,836+261.4% | $3,263+103.3% | $2,471+168.6% |
| Participant deferral / active EE | $12,850 | $2,824+355.1% | $4,266+201.2% | $3,740+243.6% |
| Admin fee / account holder | $14,792 | $4,040+266.1% | $6,581+124.8% | $5,306+178.8% |