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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 | $193,129 | $89,370+116.1% | $141,197+36.8% | $72,976+164.6% |
| Participation rate | 90.5% | 75.1%+15.3pp | 82.5%+8.0pp | 69.5%+21.0pp |
| Annual return | 19.72% | 111.88%-92.2pp | 71.41%-51.7pp | 81.02%-61.3pp |
| Employer contribution / active EE | $8,998 | $3,115+188.9% | $4,736+90.0% | $2,440+268.8% |
| Participant deferral / active EE | $7,842 | $5,419+44.7% | $6,710+16.9% | $3,608+117.4% |
| Admin fee / account holder | $31,191 | $5,957+423.6% | $10,265+203.9% | $5,124+508.7% |