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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 | $37,386 | $73,978-49.5% | $96,515-61.3% | $75,173-50.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.63% | 26.72%-8.1pp | 35.73%-17.1pp | 160.72%-142.1pp |
| Employer contribution / active EE | $9,891 | $2,931+237.5% | $3,740+164.5% | $2,671+270.3% |
| Participant deferral / active EE | $2,644 | $3,660-27.8% | $4,880-45.8% | $4,126-35.9% |
| Admin fee / account holder | $564 | $5,219-89.2% | $6,735-91.6% | $5,651-90.0% |