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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 | $43,480 | $104,664-58.5% | $85,693-49.3% | $167,518-74.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.22% | 21.45%-8.2pp | 21.49%-8.3pp | 478.71%-465.5pp |
| Employer contribution / active EE | $3,808 | $3,337+14.1% | $2,618+45.5% | $4,838-21.3% |
| Participant deferral / active EE | $6,268 | $4,824+29.9% | $3,923+59.8% | $6,342-1.2% |
| Admin fee / account holder | $1,549 | $10,032-84.6% | $6,874-77.5% | $12,312-87.4% |