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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 | $98,550 | $183,539-46.3% | $155,556-36.6% | $145,897-32.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.87% | 61.31%-47.4pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $7,325 | $5,315+37.8% | $4,675+56.7% | $4,663+57.1% |
| Participant deferral / active EE | $9,414 | $6,467+45.6% | $5,631+67.2% | $6,689+40.7% |
| Admin fee / account holder | $319 | $19,275-98.3% | $15,885-98.0% | $13,390-97.6% |