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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 | $240,105 | $98,776+143.1% | $149,745+60.3% | $79,856+200.7% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 15.28% | 27.38%-12.1pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $7,606 | $3,217+136.4% | $4,646+63.7% | $2,471+207.8% |
| Participant deferral / active EE | $7,825 | $5,681+37.7% | $6,843+14.4% | $3,741+109.2% |
| Admin fee / account holder | $15,877 | $6,053+162.3% | $9,312+70.5% | $5,306+199.2% |