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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 | $243,857 | $99,994+143.9% | $146,647+66.3% | $85,851+184.0% |
| Participation rate | 86.8% | 73.1%+13.8pp | 80.1%+6.8pp | 69.3%+17.5pp |
| Annual return | 19.06% | 18.93%+0.1pp | 22.75%-3.7pp | 318.63%-299.6pp |
| Employer contribution / active EE | $6,522 | $2,559+154.8% | $4,137+57.6% | $2,565+154.2% |
| Participant deferral / active EE | $4,498 | $4,006+12.3% | $5,506-18.3% | $3,952+13.8% |
| Admin fee / account holder | $9,639 | $7,703+25.1% | $10,281-6.2% | $6,261+54.0% |