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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 | $149,882 | $107,421+39.5% | $182,262-17.8% | $94,015+59.4% |
| Participation rate | 90.9% | 77.8%+13.1pp | 84.2%+6.7pp | 70.8%+20.1pp |
| Annual return | 16.11% | 21.32%-5.2pp | 140.60%-124.5pp | 17.84%-1.7pp |
| Employer contribution / active EE | $5,374 | $3,448+55.9% | $5,046+6.5% | $2,790+92.6% |
| Participant deferral / active EE | $13,895 | $6,558+111.9% | $8,276+67.9% | $4,249+227.0% |
| Admin fee / account holder | $11,094 | $8,692+27.6% | $16,712-33.6% | $8,951+23.9% |