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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 | $122,024 | $105,284+15.9% | $150,734-19.0% | $94,015+29.8% |
| Participation rate | 97.2% | 71.7%+25.5pp | 78.4%+18.8pp | 70.8%+26.4pp |
| Annual return | 12.48% | 15.67%-3.2pp | 600.81%-588.3pp | 17.84%-5.4pp |
| Employer contribution / active EE | $7,737 | $3,599+115.0% | $4,918+57.3% | $2,790+177.3% |
| Participant deferral / active EE | $8,840 | $4,274+106.8% | $5,610+57.6% | $4,249+108.0% |
| Admin fee / account holder | $29,915 | $9,839+204.1% | $14,905+100.7% | $8,951+234.2% |