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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 | $53,642 | $85,766-37.5% | $136,298-60.6% | $70,126-23.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.89% | 31.46%-15.6pp | 5156.27%-5140.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,420 | $2,966-52.1% | $4,696-69.8% | $2,343-39.4% |
| Participant deferral / active EE | $2,750 | $5,051-45.6% | $6,247-56.0% | $3,332-17.5% |
| Admin fee / account holder | $3,452 | $5,421-36.3% | $9,244-62.7% | $4,645-25.7% |