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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 | $197,951 | $91,559+116.2% | $133,978+47.7% | $79,856+147.9% |
| Participation rate | 95.6% | 73.3%+22.2pp | 79.8%+15.7pp | 69.6%+25.9pp |
| Annual return | 19.41% | 61.85%-42.4pp | 45.10%-25.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $12,629 | $2,384+429.8% | $3,919+222.3% | $2,471+411.1% |
| Participant deferral / active EE | $4,596 | $3,734+23.1% | $5,047-8.9% | $3,741+22.9% |
| Admin fee / account holder | $383 | $6,321-93.9% | $8,930-95.7% | $5,306-92.8% |