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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 | $174,553 | $65,364+167.0% | $92,909+87.9% | $72,975+139.2% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.1pp |
| Annual return | 18.99% | 42.11%-23.1pp | 109.44%-90.5pp | 81.01%-62.0pp |
| Employer contribution / active EE | $4,573 | $2,594+76.3% | $3,653+25.2% | $2,440+87.4% |
| Participant deferral / active EE | $5,482 | $3,128+75.2% | $4,238+29.3% | $3,608+51.9% |
| Admin fee / account holder | $17,800 | $4,251+318.7% | $5,795+207.2% | $5,124+247.4% |