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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 | $115,828 | $63,346+82.9% | $92,239+25.6% | $70,124+65.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.22% | 530.19%-516.0pp | 176.29%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $6,479 | $2,471+162.2% | $3,680+76.1% | $2,342+176.6% |
| Participant deferral / active EE | $5,062 | $2,854+77.4% | $3,897+29.9% | $3,332+51.9% |
| Admin fee / account holder | $6,202 | $3,841+61.5% | $5,194+19.4% | $4,645+33.5% |