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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 | $49,297 | $85,171-42.1% | $172,752-71.5% | $72,975-32.4% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 24.12% | 27.32%-3.2pp | 802.97%-778.8pp | 81.01%-56.9pp |
| Employer contribution / active EE | $4,179 | $3,324+25.7% | $5,144-18.8% | $2,440+71.3% |
| Participant deferral / active EE | $9,679 | $3,260+196.9% | $5,198+86.2% | $3,608+168.3% |
| Admin fee / account holder | $1,633 | $5,880-72.2% | $13,955-88.3% | $5,124-68.1% |