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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 | $182,610 | $125,797+45.2% | $170,057+7.4% | $75,177+142.9% |
| Participation rate | 95.1% | 83.6%+11.5pp | 87.0%+8.1pp | 67.2%+27.9pp |
| Annual return | 26.20% | 27.20%-1.0pp | 53.42%-27.2pp | 160.75%-134.6pp |
| Employer contribution / active EE | $22,587 | $4,616+389.3% | $6,790+232.6% | $2,671+745.6% |
| Participant deferral / active EE | $14,991 | $6,838+119.2% | $10,411+44.0% | $4,126+263.3% |
| Admin fee / account holder | $2,125 | $8,177-74.0% | $12,826-83.4% | $5,651-62.4% |