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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 | $94,496 | $58,828+60.6% | $78,002+21.1% | $62,881+50.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.35% | 17.16%-9.8pp | 425.99%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $7,213 | $1,672+331.5% | $2,470+192.0% | $2,281+216.2% |
| Participant deferral / active EE | $5,328 | $2,686+98.4% | $3,497+52.4% | $3,203+66.4% |
| Admin fee / account holder | $2,304 | $4,393-47.6% | $5,481-58.0% | $4,296-46.4% |