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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 | $160,579 | $85,766+87.2% | $136,297+17.8% | $70,124+129.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.25% | 31.45%-14.2pp | 5156.19%-5138.9pp | 73.14%-55.9pp |
| Employer contribution / active EE | $4,637 | $2,966+56.3% | $4,696-1.2% | $2,342+98.0% |
| Participant deferral / active EE | $6,991 | $5,051+38.4% | $6,247+11.9% | $3,332+109.8% |
| Admin fee / account holder | $2,704 | $5,420-50.1% | $9,244-70.8% | $4,645-41.8% |