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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 | $229,339 | $81,233+182.3% | $155,567+47.4% | $80,874+183.6% |
| Participation rate | 98.1% | 66.2%+31.8pp | 78.2%+19.9pp | 67.6%+30.4pp |
| Annual return | 13.20% | 33.33%-20.1pp | 64.74%-51.5pp | 35.62%-22.4pp |
| Employer contribution / active EE | $7,945 | $3,101+156.2% | $4,674+70.0% | $2,756+188.3% |
| Participant deferral / active EE | $5,831 | $3,452+68.9% | $5,628+3.6% | $4,297+35.7% |
| Admin fee / account holder | $37,002 | $7,998+362.7% | $15,916+132.5% | $6,935+433.5% |