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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 | $170,159 | $85,169+99.8% | $172,755-1.5% | $72,983+133.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.63% | 27.32%-6.7pp | 802.94%-782.3pp | 81.01%-60.4pp |
| Employer contribution / active EE | $10,226 | $3,324+207.7% | $5,144+98.8% | $2,440+319.1% |
| Participant deferral / active EE | $4,783 | $3,260+46.7% | $5,198-8.0% | $3,608+32.6% |
| Admin fee / account holder | $53,087 | $5,880+802.8% | $13,955+280.4% | $5,124+936.0% |