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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 | $211,762 | $106,749+98.4% | $145,433+45.6% | $82,448+156.8% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 18.15% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $11,897 | $3,444+245.4% | $4,554+161.2% | $2,551+366.4% |
| Participant deferral / active EE | $8,233 | $6,519+26.3% | $7,897+4.3% | $4,139+98.9% |
| Admin fee / account holder | $2,705 | $8,390-67.8% | $13,129-79.4% | $7,234-62.6% |