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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 | $28,012 | $98,760-71.6% | $149,715-81.3% | $79,858-64.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 32.93% | 27.43%+5.5pp | 276.66%-243.7pp | 31.72%+1.2pp |
| Employer contribution / active EE | $3,994 | $3,217+24.2% | $4,645-14.0% | $2,471+61.6% |
| Participant deferral / active EE | $10,672 | $5,681+87.9% | $6,842+56.0% | $3,740+185.3% |
| Admin fee / account holder | $388 | $6,053-93.6% | $9,310-95.8% | $5,306-92.7% |