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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 | $106,524+124.0% | $152,301+56.7% | $87,485+172.8% |
| Participation rate | 94.3% | 75.8%+18.6pp | 82.4%+11.9pp | 68.9%+25.4pp |
| Annual return | 16.96% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.1pp |
| Employer contribution / active EE | $10,288 | $3,371+205.2% | $4,624+122.5% | $2,596+296.3% |
| Participant deferral / active EE | $9,399 | $6,525+44.1% | $8,004+17.4% | $4,274+119.9% |
| Admin fee / account holder | $44,548 | $8,287+437.6% | $14,398+209.4% | $7,775+473.0% |