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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 | $238,666 | $106,749+123.6% | $145,433+64.1% | $82,448+189.5% |
| Participation rate | 94.3% | 75.6%+18.7pp | 82.1%+12.2pp | 68.1%+26.3pp |
| Annual return | 16.96% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $10,288 | $3,444+198.7% | $4,554+125.9% | $2,551+303.3% |
| Participant deferral / active EE | $9,399 | $6,519+44.2% | $7,897+19.0% | $4,139+127.1% |
| Admin fee / account holder | $44,548 | $8,390+431.0% | $13,129+239.3% | $7,234+515.8% |