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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 | $213,543 | $65,361+226.7% | $92,903+129.9% | $72,983+192.6% |
| Participation rate | 94.9% | 68.3%+26.6pp | 76.0%+18.9pp | 69.5%+25.4pp |
| Annual return | 26.49% | 42.11%-15.6pp | 109.43%-82.9pp | 81.01%-54.5pp |
| Employer contribution / active EE | $9,355 | $2,594+260.6% | $3,653+156.1% | $2,440+283.4% |
| Participant deferral / active EE | $9,916 | $3,128+217.0% | $4,238+134.0% | $3,608+174.9% |
| Admin fee / account holder | $6,425 | $4,251+51.1% | $5,795+10.9% | $5,124+25.4% |