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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 | $70,629 | $61,125+15.5% | $94,057-24.9% | $87,485-19.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 24.54% | 35.20%-10.7pp | 480.62%-456.1pp | 26.06%-1.5pp |
| Employer contribution / active EE | $2,756 | $2,136+29.0% | $2,933-6.1% | $2,596+6.1% |
| Participant deferral / active EE | $5,531 | $3,260+69.7% | $4,709+17.5% | $4,274+29.4% |
| Admin fee / account holder | $508 | $5,629-91.0% | $7,244-93.0% | $7,775-93.5% |