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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 | $248,086 | $106,524+132.9% | $152,301+62.9% | $87,485+183.6% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.4%+15.5pp | 68.9%+29.0pp |
| Annual return | 21.46% | 26.89%-5.4pp | 80.50%-59.0pp | 26.06%-4.6pp |
| Employer contribution / active EE | $29,662 | $3,371+779.8% | $4,624+541.4% | $2,596+1042.5% |
| Participant deferral / active EE | $5,802 | $6,525-11.1% | $8,004-27.5% | $4,274+35.8% |
| Admin fee / account holder | $28,017 | $8,287+238.1% | $14,398+94.6% | $7,775+260.4% |