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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 | $35,511 | $65,395-45.7% | $182,540-80.5% | $72,975-51.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 22.77% | 27.68%-4.9pp | 148.58%-125.8pp | 81.01%-58.2pp |
| Employer contribution / active EE | $3,016 | $1,911+57.8% | $4,076-26.0% | $2,440+23.6% |
| Participant deferral / active EE | $6,679 | $3,563+87.5% | $5,525+20.9% | $3,608+85.1% |
| Admin fee / account holder | $402 | $4,245-90.5% | $8,593-95.3% | $5,124-92.2% |