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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 | $79,813 | $63,346+26.0% | $92,240-13.5% | $70,126+13.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.72% | 530.19%-513.5pp | 176.29%-159.6pp | 73.15%-56.4pp |
| Employer contribution / active EE | $5,749 | $2,471+132.6% | $3,680+56.2% | $2,343+145.4% |
| Participant deferral / active EE | $6,413 | $2,854+124.7% | $3,897+64.6% | $3,332+92.5% |
| Admin fee / account holder | $6,871 | $3,841+78.9% | $5,194+32.3% | $4,645+47.9% |