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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 | $29,664 | $85,766-65.4% | $136,297-78.2% | $70,124-57.7% |
| Participation rate | 97.4% | 74.2%+23.2pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 25.02% | 31.45%-6.4pp | 5156.19%-5131.2pp | 73.14%-48.1pp |
| Employer contribution / active EE | $2,646 | $2,966-10.8% | $4,696-43.7% | $2,342+12.9% |
| Participant deferral / active EE | $3,787 | $5,051-25.0% | $6,247-39.4% | $3,332+13.7% |
| Admin fee / account holder | $456 | $5,420-91.6% | $9,244-95.1% | $4,645-90.2% |