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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 | $149,570 | $76,407+95.8% | $150,298-0.5% | $82,448+81.4% |
| Participation rate | 89.3% | 66.4%+22.9pp | 77.8%+11.5pp | 68.1%+21.2pp |
| Annual return | 15.39% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $6,918 | $2,614+164.6% | $4,154+66.5% | $2,551+171.2% |
| Participant deferral / active EE | $5,388 | $3,214+67.6% | $5,453-1.2% | $4,139+30.2% |
| Admin fee / account holder | $112,519 | $6,352+1671.4% | $14,116+697.1% | $7,234+1455.3% |