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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 | $64,593 | $85,766-24.7% | $136,298-52.6% | $70,126-7.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.61% | 31.46%-10.8pp | 5156.27%-5135.7pp | 73.15%-52.5pp |
| Employer contribution / active EE | $4,239 | $2,966+42.9% | $4,696-9.7% | $2,343+80.9% |
| Participant deferral / active EE | $6,224 | $5,051+23.2% | $6,247-0.4% | $3,332+86.8% |
| Admin fee / account holder | $519 | $5,421-90.4% | $9,244-94.4% | $4,645-88.8% |