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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 | $44,129 | $85,766-48.5% | $136,298-67.6% | $70,126-37.1% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 20.28% | 31.46%-11.2pp | 5156.27%-5136.0pp | 73.15%-52.9pp |
| Employer contribution / active EE | $3,654 | $2,966+23.2% | $4,696-22.2% | $2,343+56.0% |
| Participant deferral / active EE | $6,810 | $5,051+34.8% | $6,247+9.0% | $3,332+104.4% |
| Admin fee / account holder | $1,994 | $5,421-63.2% | $9,244-78.4% | $4,645-57.1% |