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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 | $235,316 | $100,003+135.3% | $146,685+60.4% | $85,856+174.1% |
| Participation rate | 95.2% | 73.1%+22.2pp | 80.1%+15.2pp | 69.3%+25.9pp |
| Annual return | 23.78% | 18.93%+4.8pp | 22.75%+1.0pp | 318.58%-294.8pp |
| Employer contribution / active EE | $6,222 | $2,559+143.1% | $4,137+50.4% | $2,565+142.6% |
| Participant deferral / active EE | $9,871 | $4,006+146.4% | $5,507+79.3% | $3,952+149.8% |
| Admin fee / account holder | $3,441 | $7,704-55.3% | $10,281-66.5% | $6,261-45.0% |