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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 | $182,517 | $106,749+71.0% | $145,433+25.5% | $82,448+121.4% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 72.93% | 27.59%+45.3pp | 66.58%+6.4pp | 41.64%+31.3pp |
| Employer contribution / active EE | $6,397 | $3,444+85.7% | $4,554+40.5% | $2,551+150.8% |
| Participant deferral / active EE | $20,686 | $6,519+217.3% | $7,897+161.9% | $4,139+399.8% |
| Admin fee / account holder | $8,655 | $8,390+3.2% | $13,129-34.1% | $7,234+19.6% |