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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 | $56,381 | $88,702-36.4% | $81,780-31.1% | $145,978-61.4% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.4%+4.9pp | 80.3%-3.0pp |
| Annual return | 13.46% | 1029.12%-1015.7pp | 776.27%-762.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,876 | $3,084-39.2% | $2,914-35.6% | $4,662-59.8% |
| Participant deferral / active EE | $6,556 | $4,645+41.1% | $4,321+51.7% | $6,690-2.0% |
| Admin fee / account holder | $420 | $8,414-95.0% | $7,384-94.3% | $13,400-96.9% |