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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 | $88,778-36.5% | $81,844-31.1% | $145,884-61.4% |
| Participation rate | 77.3% | 75.1%+2.2pp | 72.4%+4.9pp | 80.3%-3.0pp |
| Annual return | 13.46% | 1033.03%-1019.6pp | 778.87%-765.4pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,876 | $3,087-39.2% | $2,916-35.7% | $4,662-59.8% |
| Participant deferral / active EE | $6,556 | $4,648+41.0% | $4,323+51.6% | $6,690-2.0% |
| Admin fee / account holder | $420 | $8,430-95.0% | $7,355-94.3% | $13,392-96.9% |