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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 | $97,404 | $197,637-50.7% | $177,848-45.2% | $158,982-38.7% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 16.95% | 58.77%-41.8pp | 48.33%-31.4pp | 302.99%-286.0pp |
| Employer contribution / active EE | $5,286 | $6,698-21.1% | $5,919-10.7% | $4,763+11.0% |
| Participant deferral / active EE | $10,633 | $8,405+26.5% | $7,714+37.8% | $5,983+77.7% |
| Admin fee / account holder | $8,205 | $15,406-46.7% | $12,431-34.0% | $11,252-27.1% |