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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 | $243,920 | $109,359+123.0% | $162,177+50.4% | $72,975+234.2% |
| Participation rate | 94.1% | 84.3%+9.9pp | 87.6%+6.6pp | 69.5%+24.6pp |
| Annual return | 23.39% | 25.46%-2.1pp | 115.60%-92.2pp | 81.01%-57.6pp |
| Employer contribution / active EE | $5,168 | $3,907+32.3% | $5,613-7.9% | $2,440+111.8% |
| Participant deferral / active EE | $11,782 | $5,481+115.0% | $7,297+61.5% | $3,608+226.6% |
| Admin fee / account holder | $41,234 | $7,972+417.3% | $10,843+280.3% | $5,124+704.7% |