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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 | $72,572 | $98,766-26.5% | $149,730-51.5% | $79,852-9.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.21% | 27.43%-11.2pp | 276.70%-260.5pp | 31.72%-15.5pp |
| Employer contribution / active EE | $4,968 | $3,217+54.4% | $4,645+7.0% | $2,471+101.1% |
| Participant deferral / active EE | $5,444 | $5,681-4.2% | $6,843-20.4% | $3,740+45.5% |
| Admin fee / account holder | $3,322 | $6,052-45.1% | $9,310-64.3% | $5,306-37.4% |