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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 | $138,751 | $89,370+55.3% | $141,197-1.7% | $72,976+90.1% |
| Participation rate | 88.4% | 75.1%+13.2pp | 82.5%+5.9pp | 69.5%+18.9pp |
| Annual return | 25.19% | 111.88%-86.7pp | 71.41%-46.2pp | 81.02%-55.8pp |
| Employer contribution / active EE | $6,776 | $3,115+117.5% | $4,736+43.1% | $2,440+177.7% |
| Participant deferral / active EE | $10,092 | $5,419+86.2% | $6,710+50.4% | $3,608+179.7% |
| Admin fee / account holder | $13,209 | $5,957+121.7% | $10,265+28.7% | $5,124+157.8% |