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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 | $79,240 | $160,040-50.5% | $147,096-46.1% | $145,877-45.7% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 13.97% | 98.49%-84.5pp | 419.75%-405.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $4,820 | $5,289-8.9% | $4,936-2.3% | $4,663+3.4% |
| Participant deferral / active EE | $9,152 | $8,429+8.6% | $8,071+13.4% | $6,691+36.8% |
| Admin fee / account holder | $1,244 | $15,050-91.7% | $13,005-90.4% | $13,402-90.7% |