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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 | $205,009 | $101,752+101.5% | $164,928+24.3% | $80,911+153.4% |
| Participation rate | 92.2% | 71.8%+20.4pp | 78.6%+13.6pp | 67.6%+24.6pp |
| Annual return | 17.51% | 16.73%+0.8pp | 70.08%-52.6pp | 35.63%-18.1pp |
| Employer contribution / active EE | $6,038 | $2,953+104.4% | $4,343+39.0% | $2,756+119.1% |
| Participant deferral / active EE | $9,734 | $4,477+117.4% | $6,034+61.3% | $4,297+126.5% |
| Admin fee / account holder | $28,801 | $8,218+250.5% | $12,684+127.1% | $6,935+315.3% |