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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 | $45,246 | $85,766-47.2% | $136,298-66.8% | $70,126-35.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 37.17% | 31.46%+5.7pp | 5156.27%-5119.1pp | 73.15%-36.0pp |
| Employer contribution / active EE | $3,742 | $2,966+26.2% | $4,696-20.3% | $2,343+59.7% |
| Participant deferral / active EE | $4,721 | $5,051-6.5% | $6,247-24.4% | $3,332+41.7% |
| Admin fee / account holder | $2,163 | $5,421-60.1% | $9,244-76.6% | $4,645-53.4% |