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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 | $138,857 | $89,370+55.4% | $141,197-1.7% | $72,976+90.3% |
| Participation rate | 96.4% | 75.1%+21.2pp | 82.5%+13.9pp | 69.5%+26.9pp |
| Annual return | 24.76% | 111.88%-87.1pp | 71.41%-46.6pp | 81.02%-56.3pp |
| Employer contribution / active EE | $7,226 | $3,115+132.0% | $4,736+52.6% | $2,440+196.1% |
| Participant deferral / active EE | $4,459 | $5,419-17.7% | $6,710-33.5% | $3,608+23.6% |
| Admin fee / account holder | $2,641 | $5,957-55.7% | $10,265-74.3% | $5,124-48.5% |