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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 | $71,969 | $89,370-19.5% | $141,197-49.0% | $72,976-1.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.25% | 111.88%-91.6pp | 71.41%-51.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $6,292 | $3,115+102.0% | $4,736+32.8% | $2,440+157.9% |
| Participant deferral / active EE | $7,878 | $5,419+45.4% | $6,710+17.4% | $3,608+118.4% |
| Admin fee / account holder | $976 | $5,957-83.6% | $10,265-90.5% | $5,124-81.0% |