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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 | $149,532 | $85,171+75.6% | $172,753-13.4% | $72,976+104.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.99% | 27.32%-5.3pp | 803.00%-781.0pp | 81.02%-59.0pp |
| Employer contribution / active EE | $4,757 | $3,324+43.1% | $5,144-7.5% | $2,440+95.0% |
| Participant deferral / active EE | $5,596 | $3,260+71.7% | $5,198+7.7% | $3,608+55.1% |
| Admin fee / account holder | $1,001 | $5,880-83.0% | $13,956-92.8% | $5,124-80.5% |