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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 | $53,934 | $113,338-52.4% | $94,993-43.2% | $147,585-63.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 24.40% | 20.80%+3.6pp | 27.14%-2.7pp | 578.58%-554.2pp |
| Employer contribution / active EE | $4,068 | $3,160+28.7% | $2,603+56.2% | $4,876-16.6% |
| Participant deferral / active EE | $6,772 | $3,777+79.3% | $3,317+104.2% | $5,439+24.5% |
| Admin fee / account holder | $513 | $6,063-91.5% | $4,960-89.7% | $10,886-95.3% |