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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 | $174,213 | $109,359+59.3% | $162,171+7.4% | $72,983+138.7% |
| Participation rate | 92.3% | 84.3%+8.1pp | 87.6%+4.8pp | 69.5%+22.8pp |
| Annual return | 26.78% | 25.46%+1.3pp | 115.60%-88.8pp | 81.01%-54.2pp |
| Employer contribution / active EE | $11,384 | $3,907+191.3% | $5,613+102.8% | $2,440+366.6% |
| Participant deferral / active EE | $14,843 | $5,481+170.8% | $7,297+103.4% | $3,608+311.5% |
| Admin fee / account holder | $2,688 | $7,972-66.3% | $10,843-75.2% | $5,124-47.5% |