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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 | $32,994 | $85,766-61.5% | $136,297-75.8% | $70,131-53.0% |
| Participation rate | 94.5% | 74.2%+20.4pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | 15.74% | 31.45%-15.7pp | 5156.16%-5140.4pp | 73.14%-57.4pp |
| Employer contribution / active EE | $742 | $2,966-75.0% | $4,696-84.2% | $2,342-68.3% |
| Participant deferral / active EE | $4,327 | $5,051-14.3% | $6,247-30.7% | $3,332+29.9% |
| Admin fee / account holder | $2,374 | $5,420-56.2% | $9,244-74.3% | $4,645-48.9% |