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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 | $219,516 | $125,797+74.5% | $170,043+29.1% | $75,173+192.0% |
| Participation rate | 87.5% | 83.6%+3.9pp | 87.0%+0.5pp | 67.2%+20.3pp |
| Annual return | 22.64% | 27.20%-4.6pp | 53.40%-30.8pp | 160.72%-138.1pp |
| Employer contribution / active EE | $15,216 | $4,616+229.6% | $6,790+124.1% | $2,671+469.7% |
| Participant deferral / active EE | $11,080 | $6,838+62.0% | $10,410+6.4% | $4,126+168.5% |
| Admin fee / account holder | $869 | $8,177-89.4% | $12,824-93.2% | $5,651-84.6% |