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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 | $154,148 | $81,276+89.7% | $155,574-0.9% | $80,925+90.5% |
| Participation rate | 96.0% | 66.2%+29.8pp | 78.2%+17.8pp | 67.7%+28.3pp |
| Annual return | 12.46% | 33.36%-20.9pp | 64.87%-52.4pp | 35.65%-23.2pp |
| Employer contribution / active EE | $4,216 | $3,103+35.9% | $4,676-9.8% | $2,756+52.9% |
| Participant deferral / active EE | $7,074 | $3,453+104.9% | $5,629+25.7% | $4,299+64.6% |
| Admin fee / account holder | $44,330 | $7,993+454.6% | $15,914+178.6% | $6,940+538.8% |