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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 | $93,663 | $53,128+76.3% | $86,582+8.2% | $70,126+33.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.51% | 27.66%-12.2pp | 965.08%-949.6pp | 73.15%-57.6pp |
| Employer contribution / active EE | $6,502 | $2,068+214.4% | $2,839+129.0% | $2,343+177.6% |
| Participant deferral / active EE | $6,190 | $2,695+129.7% | $3,609+71.5% | $3,332+85.8% |
| Admin fee / account holder | $4,587 | $3,584+28.0% | $4,904-6.5% | $4,645-1.2% |