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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 | $187,074 | $106,749+75.2% | $145,433+28.6% | $82,448+126.9% |
| Participation rate | 90.7% | 75.6%+15.0pp | 82.1%+8.6pp | 68.1%+22.6pp |
| Annual return | 15.78% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $13,767 | $3,444+299.7% | $4,554+202.3% | $2,551+439.7% |
| Participant deferral / active EE | $6,830 | $6,519+4.8% | $7,897-13.5% | $4,139+65.0% |
| Admin fee / account holder | $49,109 | $8,390+485.3% | $13,129+274.1% | $7,234+578.8% |