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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 | $48,651 | $70,684-31.2% | $169,390-71.3% | $75,173-35.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 22.95% | 36.38%-13.4pp | 406.07%-383.1pp | 160.72%-137.8pp |
| Employer contribution / active EE | $3,952 | $2,211+78.7% | $4,013-1.5% | $2,671+47.9% |
| Participant deferral / active EE | $9,570 | $4,310+122.1% | $6,222+53.8% | $4,126+131.9% |
| Admin fee / account holder | $5,752 | $5,404+6.4% | $9,015-36.2% | $5,651+1.8% |