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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 | $59,923 | $52,279+14.6% | $89,414-33.0% | $79,852-25.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 32.61% | 22.16%+10.4pp | 245.50%-212.9pp | 31.72%+0.9pp |
| Employer contribution / active EE | $4,505 | $1,572+186.7% | $2,586+74.2% | $2,471+82.3% |
| Participant deferral / active EE | $3,423 | $2,740+24.9% | $3,890-12.0% | $3,740-8.5% |
| Admin fee / account holder | $383 | $3,356-88.6% | $4,883-92.2% | $5,306-92.8% |