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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 | $35,789 | $117,426-69.5% | $99,470-64.0% | $152,885-76.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 27.28% | 31.87%-4.6pp | 30.72%-3.4pp | 345.39%-318.1pp |
| Employer contribution / active EE | $5,344 | $3,014+77.3% | $2,540+110.4% | $4,763+12.2% |
| Participant deferral / active EE | $19,000 | $4,086+365.0% | $3,619+425.0% | $5,851+224.7% |
| Admin fee / account holder | $499 | $7,634-93.5% | $6,252-92.0% | $11,598-95.7% |