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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 | $132,771 | $54,541+143.4% | $78,778+68.5% | $70,126+89.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 4830.61% | 21.07%+4809.5pp | 35.62%+4795.0pp | 73.15%+4757.5pp |
| Employer contribution / active EE | $5,600 | $1,089+414.5% | $1,986+182.0% | $2,343+139.1% |
| Participant deferral / active EE | $8,763 | $2,210+296.5% | $2,958+196.2% | $3,332+163.0% |
| Admin fee / account holder | $28,221 | $3,709+661.0% | $5,134+449.7% | $4,645+507.5% |