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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 | $136,533 | $45,152+202.4% | $73,835+84.9% | $59,633+129.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 3.58% | 27.40%-23.8pp | 2268.13%-2264.5pp | 2041.40%-2037.8pp |
| Employer contribution / active EE | $10,946 | $1,901+475.7% | $2,788+292.7% | $2,203+396.9% |
| Participant deferral / active EE | $11,432 | $2,573+344.3% | $3,583+219.1% | $3,192+258.2% |
| Admin fee / account holder | $4,708 | $3,515+34.0% | $4,880-3.5% | $4,297+9.6% |