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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 | $98,567 | $110,303-10.6% | $95,759+2.9% | $139,487-29.3% |
| Participation rate | 92.9% | 75.7%+17.1pp | 72.3%+20.6pp | 80.3%+12.5pp |
| Annual return | 22.29% | 27.19%-4.9pp | 28.42%-6.1pp | 373.84%-351.6pp |
| Employer contribution / active EE | $12,541 | $3,261+284.6% | $2,836+342.2% | $4,755+163.8% |
| Participant deferral / active EE | $7,709 | $4,674+64.9% | $4,244+81.7% | $6,713+14.8% |
| Admin fee / account holder | $407 | $6,615-93.8% | $5,678-92.8% | $11,407-96.4% |