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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 | $75,056 | $111,535-32.7% | $105,223-28.7% | $137,256-45.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.38% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $975 | $3,939-75.2% | $3,689-73.6% | $4,156-76.5% |
| Participant deferral / active EE | $14,812 | $5,500+169.3% | $5,072+192.1% | $6,407+131.2% |
| Admin fee / account holder | $548 | $9,721-94.4% | $8,859-93.8% | $12,270-95.5% |