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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 | $54,717 | $85,171-35.8% | $172,753-68.3% | $72,976-25.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.09% | 27.32%-10.2pp | 803.00%-785.9pp | 81.02%-63.9pp |
| Employer contribution / active EE | $4,627 | $3,324+39.2% | $5,144-10.0% | $2,440+89.6% |
| Participant deferral / active EE | $3,963 | $3,260+21.6% | $5,198-23.8% | $3,608+9.8% |
| Admin fee / account holder | $8,992 | $5,880+52.9% | $13,956-35.6% | $5,124+75.5% |