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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 | $160,885 | $57,330+180.6% | $86,656+85.7% | $75,177+114.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.39% | 2675.40%-2658.0pp | 593.09%-575.7pp | 160.75%-143.4pp |
| Employer contribution / active EE | $3,155 | $2,316+36.2% | $3,025+4.3% | $2,671+18.1% |
| Participant deferral / active EE | $9,621 | $3,320+189.8% | $4,439+116.7% | $4,126+133.2% |
| Admin fee / account holder | $9,246 | $4,115+124.7% | $5,619+64.6% | $5,651+63.6% |