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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 | $98,272 | $108,897-9.8% | $100,378-2.1% | $145,877-32.6% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 12.54% | 58.17%-45.6pp | 49.41%-36.9pp | 551.28%-538.7pp |
| Employer contribution / active EE | $10,412 | $4,420+135.6% | $3,942+164.1% | $4,663+123.3% |
| Participant deferral / active EE | $10,092 | $8,455+19.4% | $8,087+24.8% | $6,691+50.8% |
| Admin fee / account holder | $988 | $9,690-89.8% | $7,899-87.5% | $13,402-92.6% |