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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 | $105,210 | $85,169+23.5% | $172,755-39.1% | $72,983+44.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.27% | 27.32%-6.1pp | 802.94%-781.7pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,755 | $3,260+45.8% | $5,198-8.5% | $3,608+31.8% |
| Admin fee / account holder | $23,187 | $5,880+294.3% | $13,955+66.2% | $5,124+352.5% |