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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 | $101,979 | $48,314+111.1% | $67,561+50.9% | $80,925+26.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 27.13% | 18.28%+8.9pp | 3525.44%-3498.3pp | 35.65%-8.5pp |
| Employer contribution / active EE | $2,855 | $2,022+41.2% | $2,735+4.4% | $2,756+3.6% |
| Participant deferral / active EE | $4,258 | $2,927+45.5% | $4,003+6.4% | $4,299-0.9% |
| Admin fee / account holder | $5,278 | $3,690+43.0% | $4,006+31.8% | $6,940-24.0% |