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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 | $143,067 | $93,586+52.9% | $135,925+5.3% | $75,173+90.3% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 18.08% | 30.90%-12.8pp | 68.25%-50.2pp | 160.65%-142.6pp |
| Employer contribution / active EE | $5,925 | $3,537+67.5% | $4,857+22.0% | $2,670+121.9% |
| Participant deferral / active EE | $12,306 | $6,405+92.1% | $7,759+58.6% | $4,126+198.3% |
| Admin fee / account holder | $5,705 | $6,977-18.2% | $10,764-47.0% | $5,651+1.0% |