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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 | $235,533 | $108,825+116.4% | $156,181+50.8% | $82,448+185.7% |
| Participation rate | 97.0% | 72.4%+24.6pp | 78.8%+18.1pp | 68.1%+28.9pp |
| Annual return | 13.10% | 20.59%-7.5pp | 64.87%-51.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $6,632 | $2,870+131.1% | $4,294+54.4% | $2,551+160.0% |
| Participant deferral / active EE | $8,686 | $4,577+89.8% | $6,132+41.6% | $4,139+109.8% |
| Admin fee / account holder | $27,956 | $9,341+199.3% | $14,586+91.7% | $7,234+286.4% |