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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 | $58,123 | $115,810-49.8% | $101,271-42.6% | $158,966-63.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.85% | 56.15%-40.3pp | 46.48%-30.6pp | 302.95%-287.1pp |
| Employer contribution / active EE | $2,761 | $4,175-33.9% | $3,660-24.6% | $4,762-42.0% |
| Participant deferral / active EE | $4,661 | $4,958-6.0% | $4,371+6.6% | $5,983-22.1% |
| Admin fee / account holder | $320 | $7,248-95.6% | $5,948-94.6% | $11,250-97.2% |