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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 | $225,849 | $101,752+122.0% | $164,928+36.9% | $80,911+179.1% |
| Participation rate | 98.3% | 71.8%+26.5pp | 78.6%+19.7pp | 67.6%+30.7pp |
| Annual return | 15.98% | 16.73%-0.7pp | 70.08%-54.1pp | 35.63%-19.6pp |
| Employer contribution / active EE | $5,753 | $2,953+94.8% | $4,343+32.4% | $2,756+108.7% |
| Participant deferral / active EE | $4,936 | $4,477+10.3% | $6,034-18.2% | $4,297+14.9% |
| Admin fee / account holder | $11,791 | $8,218+43.5% | $12,684-7.0% | $6,935+70.0% |