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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 | $210,760 | $63,703+230.8% | $93,063+126.5% | $82,448+155.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 21.67% | -775.43%+797.1pp | 34.15%-12.5pp | 41.64%-20.0pp |
| Employer contribution / active EE | $4,999 | $1,729+189.2% | $2,476+101.9% | $2,551+96.0% |
| Participant deferral / active EE | $2,729 | $2,919-6.5% | $3,958-31.1% | $4,139-34.1% |
| Admin fee / account holder | $2,675 | $5,982-55.3% | $6,033-55.7% | $7,234-63.0% |