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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 | $45,549 | $48,284-5.7% | $67,524-32.5% | $80,911-43.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 22.46% | 18.27%+4.2pp | 3519.41%-3496.9pp | 35.63%-13.2pp |
| Employer contribution / active EE | $5,643 | $2,021+179.2% | $2,734+106.4% | $2,756+104.8% |
| Participant deferral / active EE | $15,335 | $2,927+424.0% | $4,001+283.2% | $4,297+256.9% |
| Admin fee / account holder | $9,135 | $3,688+147.7% | $4,001+128.3% | $6,935+31.7% |