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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 | $48,065 | $70,684-32.0% | $169,390-71.6% | $75,173-36.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 16.00% | 36.38%-20.4pp | 406.07%-390.1pp | 160.72%-144.7pp |
| Employer contribution / active EE | $4,756 | $2,211+115.1% | $4,013+18.5% | $2,671+78.1% |
| Participant deferral / active EE | $8,282 | $4,310+92.2% | $6,222+33.1% | $4,126+100.7% |
| Admin fee / account holder | $1,126 | $5,404-79.2% | $9,015-87.5% | $5,651-80.1% |