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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 | $43,990 | $77,920-43.5% | $149,723-70.6% | $75,177-41.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 38.03% | 31.72%+6.3pp | 134.50%-96.5pp | 160.75%-122.7pp |
| Employer contribution / active EE | $2,495 | $3,138-20.5% | $4,821-48.3% | $2,671-6.6% |
| Participant deferral / active EE | $10,150 | $3,411+197.5% | $5,682+78.6% | $4,126+146.0% |
| Admin fee / account holder | $665 | $5,951-88.8% | $13,215-95.0% | $5,651-88.2% |