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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 | $69,694 | $98,776-29.4% | $149,745-53.5% | $79,856-12.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.31% | 27.38%-6.1pp | 276.72%-255.4pp | 31.71%-10.4pp |
| Employer contribution / active EE | $4,572 | $3,217+42.1% | $4,646-1.6% | $2,471+85.0% |
| Participant deferral / active EE | $5,871 | $5,681+3.3% | $6,843-14.2% | $3,741+57.0% |
| Admin fee / account holder | $1,200 | $6,053-80.2% | $9,312-87.1% | $5,306-77.4% |