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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 | $171,329 | $81,233+110.9% | $155,567+10.1% | $80,874+111.8% |
| Participation rate | 98.3% | 66.2%+32.0pp | 78.2%+20.1pp | 67.6%+30.6pp |
| Annual return | 10.68% | 33.33%-22.7pp | 64.74%-54.1pp | 35.62%-24.9pp |
| Employer contribution / active EE | $7,010 | $3,101+126.1% | $4,674+50.0% | $2,756+154.4% |
| Participant deferral / active EE | $7,975 | $3,452+131.0% | $5,628+41.7% | $4,297+85.6% |
| Admin fee / account holder | $25,989 | $7,998+225.0% | $15,916+63.3% | $6,935+274.7% |