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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 | $135,653 | $85,171+59.3% | $172,752-21.5% | $72,975+85.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.98% | 27.32%-3.3pp | 802.97%-779.0pp | 81.01%-57.0pp |
| Employer contribution / active EE | $5,593 | $3,324+68.3% | $5,144+8.7% | $2,440+129.2% |
| Participant deferral / active EE | $3,881 | $3,260+19.0% | $5,198-25.3% | $3,608+7.6% |
| Admin fee / account holder | $558 | $5,880-90.5% | $13,955-96.0% | $5,124-89.1% |