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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 | $41,938 | $85,171-50.8% | $172,753-75.7% | $72,976-42.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.69% | 27.32%-0.6pp | 803.00%-776.3pp | 81.02%-54.3pp |
| Employer contribution / active EE | $5,146 | $3,324+54.8% | $5,1440% | $2,440+110.9% |
| Participant deferral / active EE | $5,536 | $3,260+69.8% | $5,198+6.5% | $3,608+53.5% |
| Admin fee / account holder | $813 | $5,880-86.2% | $13,956-94.2% | $5,124-84.1% |