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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 | $125,286 | $72,114+73.7% | $108,745+15.2% | $62,881+99.2% |
| Participation rate | 90.0% | 74.6%+15.4pp | 77.7%+12.3pp | 69.3%+20.7pp |
| Annual return | 10.89% | 13.41%-2.5pp | 46.22%-35.3pp | 20.14%-9.3pp |
| Employer contribution / active EE | $5,535 | $2,694+105.5% | $3,323+66.6% | $2,281+142.7% |
| Participant deferral / active EE | $13,891 | $4,044+243.5% | $5,121+171.2% | $3,203+333.7% |
| Admin fee / account holder | $23,314 | $4,608+405.9% | $6,144+279.5% | $4,296+442.7% |