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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 | $83,885 | $85,766-2.2% | $136,298-38.5% | $70,126+19.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.38% | 31.46%-17.1pp | 5156.27%-5141.9pp | 73.15%-58.8pp |
| Employer contribution / active EE | $5,643 | $2,966+90.3% | $4,696+20.2% | $2,343+140.9% |
| Participant deferral / active EE | $5,838 | $5,051+15.6% | $6,247-6.5% | $3,332+75.2% |
| Admin fee / account holder | $11,492 | $5,421+112.0% | $9,244+24.3% | $4,645+147.4% |