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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 | $71,269 | $53,063+34.3% | $124,206-42.6% | $82,637-13.8% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 24.65% | 68.87%-44.2pp | 515.27%-490.6pp | 53.51%-28.9pp |
| Employer contribution / active EE | $18,600 | $1,530+1115.4% | $3,540+425.4% | $2,552+628.8% |
| Participant deferral / active EE | $12,886 | $2,644+387.3% | $3,968+224.8% | $4,126+212.3% |
| Admin fee / account holder | $4,782 | $4,281+11.7% | $5,929-19.3% | $7,339-34.8% |