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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 | $113,021 | $173,526-34.9% | $136,072-16.9% | $145,884-22.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.4%+1.3pp | 80.3%-2.5pp |
| Annual return | 12.43% | 1167.12%-1154.7pp | 580.46%-568.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $3,682 | $5,285-30.3% | $4,216-12.7% | $4,662-21.0% |
| Participant deferral / active EE | $6,858 | $8,711-21.3% | $7,028-2.4% | $6,690+2.5% |
| Admin fee / account holder | $727 | $9,665-92.5% | $6,718-89.2% | $13,392-94.6% |