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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 | $50,317 | $58,726-14.3% | $142,898-64.8% | $85,847-41.4% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 22.27% | 27.73%-5.5pp | 5639.64%-5617.4pp | 318.61%-296.3pp |
| Employer contribution / active EE | $3,728 | $1,424+161.9% | $4,146-10.1% | $2,565+45.3% |
| Participant deferral / active EE | $8,374 | $2,609+221.0% | $3,838+118.2% | $3,952+111.9% |
| Admin fee / account holder | $807 | $4,234-80.9% | $6,560-87.7% | $6,261-87.1% |