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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 | $117,811 | $99,079+18.9% | $78,002+51.0% | $273,972-57.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.85% | 217.93%-209.1pp | 425.99%-417.1pp | 41.46%-32.6pp |
| Employer contribution / active EE | $8,293 | $3,308+150.7% | $2,470+235.7% | $4,869+70.3% |
| Participant deferral / active EE | $7,843 | $4,306+82.1% | $3,497+124.3% | $5,287+48.3% |
| Admin fee / account holder | $5,579 | $8,954-37.7% | $5,481+1.8% | $10,133-44.9% |