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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 | $78,959 | $88,815-11.1% | $81,882-3.6% | $145,897-45.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.02% | 1033.75%-1020.7pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,955 | $3,086-36.7% | $2,916-33.0% | $4,663-58.1% |
| Participant deferral / active EE | $3,634 | $4,647-21.8% | $4,323-15.9% | $6,689-45.7% |
| Admin fee / account holder | $789 | $8,434-90.6% | $7,360-89.3% | $13,390-94.1% |