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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 | $161,941 | $89,367+81.2% | $141,191+14.7% | $72,975+121.9% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 20.72% | 111.87%-91.1pp | 71.41%-50.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $5,302 | $3,115+70.2% | $4,736+11.9% | $2,440+117.3% |
| Participant deferral / active EE | $9,643 | $5,419+78.0% | $6,710+43.7% | $3,608+167.3% |
| Admin fee / account holder | $14,907 | $5,957+150.3% | $10,264+45.2% | $5,124+190.9% |