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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 | $140,621 | $85,766+64.0% | $136,297+3.2% | $70,131+100.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.35% | 31.45%-16.1pp | 5156.16%-5140.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $5,556 | $2,966+87.3% | $4,696+18.3% | $2,342+137.2% |
| Participant deferral / active EE | $7,431 | $5,051+47.1% | $6,247+18.9% | $3,332+123.0% |
| Admin fee / account holder | $7,675 | $5,420+41.6% | $9,244-17.0% | $4,645+65.2% |