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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 | $43,333 | $99,875-56.6% | $146,866-70.5% | $86,983-50.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.07% | 28.10%-7.0pp | 102.85%-81.8pp | 25.83%-4.8pp |
| Employer contribution / active EE | $4,321 | $3,224+34.0% | $4,425-2.3% | $2,584+67.2% |
| Participant deferral / active EE | $10,186 | $6,322+61.1% | $7,759+31.3% | $4,194+142.9% |
| Admin fee / account holder | $2,245 | $7,838-71.4% | $13,620-83.5% | $7,856-71.4% |