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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 | $205,099 | $54,757+274.6% | $90,304+127.1% | $72,975+181.1% |
| Participation rate | 94.6% | 65.2%+29.4pp | 73.3%+21.3pp | 69.5%+25.1pp |
| Annual return | 25.52% | 30.63%-5.1pp | 78.13%-52.6pp | 81.01%-55.5pp |
| Employer contribution / active EE | $2,868 | $2,093+37.0% | $2,855+0.5% | $2,440+17.5% |
| Participant deferral / active EE | $5,772 | $2,887+99.9% | $3,885+48.6% | $3,608+60.0% |
| Admin fee / account holder | $1,565 | $3,973-60.6% | $5,354-70.8% | $5,124-69.5% |