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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 | $173,054 | $88,672+95.2% | $105,223+64.5% | $82,448+109.9% |
| Participation rate | 97.4% | 67.9%+29.4pp | 75.0%+22.3pp | 68.1%+29.3pp |
| Annual return | 16.73% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $9,797 | $3,048+221.4% | $3,689+165.6% | $2,551+284.1% |
| Participant deferral / active EE | $10,342 | $4,036+156.2% | $5,072+103.9% | $4,139+149.8% |
| Admin fee / account holder | $25,444 | $7,146+256.1% | $8,859+187.2% | $7,234+251.7% |