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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 | $36,708 | $45,126-18.7% | $85,187-56.9% | $74,459-50.7% |
| Participation rate | 94.7% | 49.4%+45.4pp | 67.5%+27.2pp | 67.2%+27.5pp |
| Annual return | 37.22% | 26.30%+10.9pp | 66.67%-29.4pp | 1369.70%-1332.5pp |
| Employer contribution / active EE | $2,144 | $1,460+46.8% | $2,732-21.6% | $2,626-18.4% |
| Participant deferral / active EE | $10,189 | $2,738+272.1% | $4,525+125.2% | $4,350+134.2% |
| Admin fee / account holder | $695 | $2,212-68.6% | $6,162-88.7% | $1,945-64.3% |