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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 | $214,602 | $89,367+140.1% | $141,191+52.0% | $72,975+194.1% |
| Participation rate | 97.4% | 75.1%+22.2pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 23.08% | 111.87%-88.8pp | 71.41%-48.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $5,099 | $3,115+63.7% | $4,736+7.7% | $2,440+109.0% |
| Participant deferral / active EE | $8,921 | $5,419+64.6% | $6,710+32.9% | $3,608+147.3% |
| Admin fee / account holder | $9,045 | $5,957+51.9% | $10,264-11.9% | $5,124+76.5% |