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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 | $30,150 | $34,316-12.1% | $74,723-59.7% | $72,976-58.7% |
| Participation rate | 91.4% | 42.4%+49.0pp | 54.5%+37.0pp | 69.5%+21.9pp |
| Annual return | 25.58% | 26.58%-1.0pp | 753.18%-727.6pp | 81.02%-55.4pp |
| Employer contribution / active EE | $855 | $692+23.5% | $1,084-21.2% | $2,440-65.0% |
| Participant deferral / active EE | $1,055 | $1,272-17.0% | $1,962-46.2% | $3,608-70.8% |
| Admin fee / account holder | $781 | $2,125-63.2% | $3,335-76.6% | $5,124-84.8% |