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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 | $243,489 | $77,492+214.2% | $100,398+142.5% | $80,911+200.9% |
| Participation rate | 95.8% | 76.9%+18.9pp | 81.5%+14.3pp | 67.6%+28.2pp |
| Annual return | 15.18% | 37.23%-22.0pp | 49.32%-34.1pp | 35.63%-20.4pp |
| Employer contribution / active EE | $9,606 | $2,800+243.1% | $3,946+143.5% | $2,756+248.6% |
| Participant deferral / active EE | $5,122 | $6,817-24.9% | $8,084-36.6% | $4,297+19.2% |
| Admin fee / account holder | $32,029 | $5,892+443.6% | $7,893+305.8% | $6,935+361.9% |