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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 | $42,257 | $77,908-45.8% | $149,696-71.8% | $75,173-43.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.59% | 31.73%-14.1pp | 134.46%-116.9pp | 160.72%-143.1pp |
| Employer contribution / active EE | $5,320 | $3,138+69.5% | $4,821+10.4% | $2,671+99.2% |
| Participant deferral / active EE | $3,609 | $3,411+5.8% | $5,682-36.5% | $4,126-12.5% |
| Admin fee / account holder | $419 | $5,950-93.0% | $13,212-96.8% | $5,651-92.6% |