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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 | $81,687 | $76,551+6.7% | $123,894-34.1% | $62,881+29.9% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 56.42% | 18.68%+37.7pp | 47.52%+8.9pp | 20.14%+36.3pp |
| Employer contribution / active EE | $6,491 | $2,882+125.2% | $4,617+40.6% | $2,281+184.6% |
| Participant deferral / active EE | $11,624 | $4,840+140.2% | $5,984+94.2% | $3,203+262.9% |
| Admin fee / account holder | $743 | $4,826-84.6% | $8,357-91.1% | $4,296-82.7% |