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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 | $157,870 | $93,345+69.1% | $119,126+32.5% | $87,485+80.5% |
| Participation rate | 88.0% | 68.7%+19.3pp | 75.8%+12.2pp | 68.9%+19.1pp |
| Annual return | 17.29% | 19.08%-1.8pp | 282.11%-264.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $14,008 | $3,172+341.7% | $4,034+247.3% | $2,596+439.5% |
| Participant deferral / active EE | $4,491 | $4,099+9.6% | $5,318-15.6% | $4,274+5.1% |
| Admin fee / account holder | $4,812 | $8,039-40.1% | $10,693-55.0% | $7,775-38.1% |