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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 | $195,108 | $98,776+97.5% | $149,745+30.3% | $79,856+144.3% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.5%+15.7pp | 69.6%+28.5pp |
| Annual return | 18.08% | 27.38%-9.3pp | 276.72%-258.6pp | 31.71%-13.6pp |
| Employer contribution / active EE | $3,626 | $3,217+12.7% | $4,646-22.0% | $2,471+46.7% |
| Participant deferral / active EE | $6,611 | $5,681+16.4% | $6,843-3.4% | $3,741+76.7% |
| Admin fee / account holder | $6,168 | $6,053+1.9% | $9,312-33.8% | $5,306+16.2% |