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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 | $27,054 | $51,631-47.6% | $129,397-79.1% | $80,925-66.6% |
| Participation rate | 94.6% | 56.9%+37.7pp | 69.6%+25.0pp | 67.7%+27.0pp |
| Annual return | 19.48% | 20.77%-1.3pp | 9453.98%-9434.5pp | 35.65%-16.2pp |
| Employer contribution / active EE | $1,952 | $1,583+23.3% | $4,154-53.0% | $2,756-29.2% |
| Participant deferral / active EE | $5,133 | $2,670+92.3% | $4,167+23.2% | $4,299+19.4% |
| Admin fee / account holder | $468 | $4,309-89.1% | $7,679-93.9% | $6,940-93.3% |