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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 | $44,889 | $85,766-47.7% | $136,298-67.1% | $70,126-36.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.20% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $3,249 | $2,966+9.5% | $4,696-30.8% | $2,343+38.7% |
| Participant deferral / active EE | $4,366 | $5,051-13.6% | $6,247-30.1% | $3,332+31.0% |
| Admin fee / account holder | $2,961 | $5,421-45.4% | $9,244-68.0% | $4,645-36.3% |