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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 | $170,733 | $125,797+35.7% | $170,057+0.4% | $75,177+127.1% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 31.27% | 27.20%+4.1pp | 53.42%-22.1pp | 160.75%-129.5pp |
| Employer contribution / active EE | $8,418 | $4,616+82.4% | $6,790+24.0% | $2,671+215.1% |
| Participant deferral / active EE | $17,886 | $6,838+161.6% | $10,411+71.8% | $4,126+333.4% |
| Admin fee / account holder | $3,301 | $8,177-59.6% | $12,826-74.3% | $5,651-41.6% |