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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 | $72,903 | $117,904-38.2% | $102,457-28.8% | $145,978-50.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.38% | 31.80%-16.4pp | 29.41%-14.0pp | 550.52%-535.1pp |
| Employer contribution / active EE | $15,593 | $3,613+331.5% | $3,022+416.0% | $4,662+234.5% |
| Participant deferral / active EE | $10,359 | $5,733+80.7% | $5,054+104.9% | $6,690+54.8% |
| Admin fee / account holder | $442 | $13,329-96.7% | $9,451-95.3% | $13,400-96.7% |