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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 | $41,568 | $96,508-56.9% | $75,901-45.2% | $152,897-72.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 22.53% | 33.99%-11.5pp | 30.76%-8.2pp | 345.43%-322.9pp |
| Employer contribution / active EE | $1,952 | $3,310-41.0% | $2,501-21.9% | $4,764-59.0% |
| Participant deferral / active EE | $4,761 | $4,554+4.6% | $3,603+32.1% | $5,851-18.6% |
| Admin fee / account holder | $423 | $8,081-94.8% | $5,420-92.2% | $11,599-96.4% |