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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 | $68,770 | $156,963-56.2% | $121,204-43.3% | $139,466-50.7% |
| Participation rate | 79.2% | 76.5%+2.7pp | 69.5%+9.6pp | 80.3%-1.2pp |
| Annual return | 14.10% | 1476.75%-1462.6pp | 987.18%-973.1pp | 373.66%-359.6pp |
| Employer contribution / active EE | $3,633 | $5,544-34.5% | $4,170-12.9% | $4,754-23.6% |
| Participant deferral / active EE | $4,402 | $4,848-9.2% | $4,083+7.8% | $6,712-34.4% |
| Admin fee / account holder | $802 | $6,953-88.5% | $5,651-85.8% | $11,409-93.0% |