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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 | $94,299 | $58,311+61.7% | $81,882+15.2% | $80,959+16.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.89% | 41.85%-29.0pp | 779.47%-766.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,929 | $2,347+67.4% | $2,916+34.7% | $2,757+42.5% |
| Participant deferral / active EE | $6,418 | $3,287+95.3% | $4,323+48.5% | $4,300+49.2% |
| Admin fee / account holder | $14,946 | $4,752+214.5% | $7,360+103.1% | $6,925+115.8% |