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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 | $25,044 | $85,171-70.6% | $172,752-85.5% | $72,975-65.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.64% | 27.32%-8.7pp | 802.97%-784.3pp | 81.01%-62.4pp |
| Employer contribution / active EE | $6,564 | $3,324+97.5% | $5,144+27.6% | $2,440+169.0% |
| Participant deferral / active EE | $2,272 | $3,260-30.3% | $5,198-56.3% | $3,608-37.0% |
| Admin fee / account holder | $921 | $5,880-84.3% | $13,955-93.4% | $5,124-82.0% |