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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 | $158,873 | $84,236+88.6% | $170,435-6.8% | $70,126+126.6% |
| Participation rate | 90.6% | 70.8%+19.8pp | 83.6%+7.0pp | 69.5%+21.1pp |
| Annual return | 21.00% | 23.06%-2.1pp | 205.94%-184.9pp | 73.15%-52.1pp |
| Employer contribution / active EE | $5,922 | $3,387+74.8% | $5,432+9.0% | $2,343+152.8% |
| Participant deferral / active EE | $4,835 | $3,086+56.7% | $4,939-2.1% | $3,332+45.1% |
| Admin fee / account holder | $723 | $5,698-87.3% | $13,881-94.8% | $4,645-84.4% |