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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 | $48,697 | $100,125-51.4% | $81,482-40.2% | $145,978-66.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.91% | 34.44%-10.5pp | 24.79%-0.9pp | 550.52%-526.6pp |
| Employer contribution / active EE | $3,594 | $2,977+20.7% | $2,463+45.9% | $4,662-22.9% |
| Participant deferral / active EE | $9,595 | $4,609+108.2% | $3,885+147.0% | $6,690+43.4% |
| Admin fee / account holder | $541 | $8,198-93.4% | $5,761-90.6% | $13,400-96.0% |