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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 | $215,750 | $96,388+123.8% | $80,627+167.6% | $139,466+54.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.02% | 1352.08%-1335.1pp | 936.76%-919.7pp | 373.66%-356.6pp |
| Employer contribution / active EE | $4,405 | $3,260+35.1% | $2,723+61.8% | $4,754-7.3% |
| Participant deferral / active EE | $13,889 | $5,224+165.9% | $4,443+212.6% | $6,712+106.9% |
| Admin fee / account holder | $6,477 | $6,603-1.9% | $5,381+20.4% | $11,409-43.2% |