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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 | $160,348 | $89,367+79.4% | $141,191+13.6% | $72,975+119.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 20.77% | 111.87%-91.1pp | 71.41%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $8,166 | $3,115+162.2% | $4,736+72.4% | $2,440+234.7% |
| Participant deferral / active EE | $13,228 | $5,419+144.1% | $6,710+97.1% | $3,608+266.7% |
| Admin fee / account holder | $6,003 | $5,957+0.8% | $10,264-41.5% | $5,124+17.2% |