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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 | $123,372 | $85,171+44.9% | $172,752-28.6% | $72,975+69.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 31.95% | 27.32%+4.6pp | 802.97%-771.0pp | 81.01%-49.1pp |
| Employer contribution / active EE | $2,451 | $3,324-26.3% | $5,144-52.4% | $2,440+0.4% |
| Participant deferral / active EE | $4,537 | $3,260+39.2% | $5,198-12.7% | $3,608+25.8% |
| Admin fee / account holder | $536 | $5,880-90.9% | $13,955-96.2% | $5,124-89.5% |