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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 | $36,557 | $73,978-50.6% | $96,515-62.1% | $75,173-51.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.81% | 26.72%-11.9pp | 35.73%-20.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $4,091 | $2,931+39.6% | $3,740+9.4% | $2,671+53.2% |
| Participant deferral / active EE | $6,550 | $3,660+79.0% | $4,880+34.2% | $4,126+58.7% |
| Admin fee / account holder | $1,177 | $5,219-77.5% | $6,735-82.5% | $5,651-79.2% |