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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 | $142,220 | $48,284+194.5% | $67,524+110.6% | $80,911+75.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.43% | 18.27%-3.8pp | 3519.41%-3505.0pp | 35.63%-21.2pp |
| Employer contribution / active EE | $2,118 | $2,021+4.8% | $2,734-22.5% | $2,756-23.1% |
| Participant deferral / active EE | $5,456 | $2,927+86.4% | $4,001+36.4% | $4,297+27.0% |
| Admin fee / account holder | $15,747 | $3,688+327.0% | $4,001+293.6% | $6,935+127.1% |