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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 | $49,536 | $93,598-47.1% | $135,974-63.6% | $75,173-34.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.09% | 30.89%-11.8pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $7,914 | $3,538+123.7% | $4,859+62.9% | $2,671+196.3% |
| Participant deferral / active EE | $5,121 | $6,405-20.1% | $7,760-34.0% | $4,126+24.1% |
| Admin fee / account holder | $926 | $6,978-86.7% | $10,767-91.4% | $5,651-83.6% |