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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 | $142,820 | $81,276+75.7% | $155,574-8.2% | $80,925+76.5% |
| Participation rate | 97.8% | 66.2%+31.6pp | 78.2%+19.6pp | 67.7%+30.2pp |
| Annual return | 15.50% | 33.36%-17.9pp | 64.87%-49.4pp | 35.65%-20.2pp |
| Employer contribution / active EE | $7,852 | $3,103+153.0% | $4,676+67.9% | $2,756+184.9% |
| Participant deferral / active EE | $7,060 | $3,453+104.5% | $5,629+25.4% | $4,299+64.2% |
| Admin fee / account holder | $37,820 | $7,993+373.1% | $15,914+137.6% | $6,940+444.9% |