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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 | $129,488 | $58,828+120.1% | $78,002+66.0% | $62,881+105.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.00% | 17.16%-10.2pp | 425.99%-419.0pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,046 | $1,672+82.2% | $2,470+23.3% | $2,281+33.5% |
| Participant deferral / active EE | $9,199 | $2,686+242.5% | $3,497+163.1% | $3,203+187.2% |
| Admin fee / account holder | $10,346 | $4,393+135.5% | $5,481+88.8% | $4,296+140.9% |