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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 | $231,618 | $123,793+87.1% | $177,840+30.2% | $79,852+190.1% |
| Participation rate | 93.9% | 84.7%+9.3pp | 87.7%+6.2pp | 69.6%+24.3pp |
| Annual return | 16.59% | 22.82%-6.2pp | 48.32%-31.7pp | 31.72%-15.1pp |
| Employer contribution / active EE | $14,561 | $4,095+255.6% | $5,919+146.0% | $2,471+489.3% |
| Participant deferral / active EE | $14,520 | $5,956+143.8% | $7,714+88.2% | $3,740+288.2% |
| Admin fee / account holder | $11,394 | $7,243+57.3% | $12,431-8.3% | $5,306+114.7% |