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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 | $142,540 | $108,825+31.0% | $156,181-8.7% | $82,448+72.9% |
| Participation rate | 94.0% | 72.4%+21.6pp | 78.8%+15.2pp | 68.1%+25.9pp |
| Annual return | 19.67% | 20.59%-0.9pp | 64.87%-45.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $12,692 | $2,870+342.3% | $4,294+195.6% | $2,551+397.6% |
| Participant deferral / active EE | $6,781 | $4,577+48.1% | $6,132+10.6% | $4,139+63.8% |
| Admin fee / account holder | $32,187 | $9,341+244.6% | $14,586+120.7% | $7,234+344.9% |