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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 | $162,630 | $89,367+82.0% | $141,191+15.2% | $72,975+122.9% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 22.82% | 111.87%-89.1pp | 71.41%-48.6pp | 81.01%-58.2pp |
| Employer contribution / active EE | $4,877 | $3,115+56.6% | $4,736+3.0% | $2,440+99.9% |
| Participant deferral / active EE | $9,739 | $5,419+79.7% | $6,710+45.1% | $3,608+169.9% |
| Admin fee / account holder | $9,465 | $5,957+58.9% | $10,264-7.8% | $5,124+84.7% |