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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 | $36,311 | $68,398-46.9% | $94,664-61.6% | $75,173-51.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 17.75% | 616.72%-599.0pp | 156.84%-139.1pp | 160.72%-143.0pp |
| Employer contribution / active EE | $4,616 | $2,701+70.9% | $3,673+25.7% | $2,671+72.8% |
| Participant deferral / active EE | $9,255 | $6,537+41.6% | $7,417+24.8% | $4,126+124.3% |
| Admin fee / account holder | $6,297 | $5,324+18.3% | $7,222-12.8% | $5,651+11.4% |