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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 | $104,092 | $53,063+96.2% | $124,206-16.2% | $82,637+26.0% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 13.95% | 68.87%-54.9pp | 515.27%-501.3pp | 53.51%-39.6pp |
| Employer contribution / active EE | $3,781 | $1,530+147.1% | $3,540+6.8% | $2,552+48.2% |
| Participant deferral / active EE | $7,643 | $2,644+189.0% | $3,968+92.6% | $4,126+85.2% |
| Admin fee / account holder | $10,271 | $4,281+139.9% | $5,929+73.2% | $7,339+40.0% |