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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 | $190,160 | $77,358+145.8% | $102,184+86.1% | $87,485+117.4% |
| Participation rate | 98.5% | 78.7%+19.8pp | 82.6%+15.9pp | 68.9%+29.6pp |
| Annual return | 18.22% | 41.11%-22.9pp | 31.58%-13.4pp | 26.06%-7.8pp |
| Employer contribution / active EE | $14,653 | $2,562+471.9% | $3,594+307.7% | $2,596+464.4% |
| Participant deferral / active EE | $13,190 | $6,753+95.3% | $8,309+58.7% | $4,274+208.7% |
| Admin fee / account holder | $6,551 | $6,809-3.8% | $11,609-43.6% | $7,775-15.7% |