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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 | $120,128 | $56,063+114.3% | $76,051+58.0% | $80,911+48.5% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.39% | 20.54%-8.2pp | 360.42%-348.0pp | 35.63%-23.2pp |
| Employer contribution / active EE | $8,323 | $1,874+344.1% | $2,690+209.5% | $2,756+202.0% |
| Participant deferral / active EE | $5,883 | $3,052+92.7% | $4,257+38.2% | $4,297+36.9% |
| Admin fee / account holder | $377 | $5,240-92.8% | $6,416-94.1% | $6,935-94.6% |