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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 | $55,507 | $97,125-42.9% | $86,233-35.6% | $137,256-59.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.21% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $4,969 | $2,841+74.9% | $2,504+98.4% | $4,156+19.6% |
| Participant deferral / active EE | $3,304 | $5,180-36.2% | $4,559-27.5% | $6,407-48.4% |
| Admin fee / account holder | $1,119 | $9,725-88.5% | $8,342-86.6% | $12,270-90.9% |