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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 | $43,779 | $77,920-43.8% | $149,723-70.8% | $75,177-41.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 33.13% | 31.72%+1.4pp | 134.50%-101.4pp | 160.75%-127.6pp |
| Employer contribution / active EE | $4,121 | $3,138+31.3% | $4,821-14.5% | $2,671+54.3% |
| Participant deferral / active EE | $13,054 | $3,411+282.6% | $5,682+129.7% | $4,126+216.3% |
| Admin fee / account holder | $498 | $5,951-91.6% | $13,215-96.2% | $5,651-91.2% |