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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 | $141,384 | $79,557+77.7% | $118,746+19.1% | $70,126+101.6% |
| Participation rate | 97.8% | 71.4%+26.4pp | 78.3%+19.5pp | 69.5%+28.2pp |
| Annual return | 15.56% | 25.64%-10.1pp | 24.54%-9.0pp | 73.15%-57.6pp |
| Employer contribution / active EE | $5,197 | $2,861+81.6% | $4,193+23.9% | $2,343+121.8% |
| Participant deferral / active EE | $5,405 | $4,089+32.2% | $5,332+1.4% | $3,332+62.2% |
| Admin fee / account holder | $15,647 | $5,374+191.1% | $10,720+46.0% | $4,645+236.8% |