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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 | $44,130 | $48,570-9.1% | $130,660-66.2% | $72,976-39.5% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 22.36% | 38.63%-16.3pp | 1709.29%-1686.9pp | 81.02%-58.7pp |
| Employer contribution / active EE | $7,027 | $1,334+426.7% | $4,092+71.7% | $2,440+188.0% |
| Participant deferral / active EE | $8,821 | $2,384+270.1% | $3,603+144.8% | $3,608+144.5% |
| Admin fee / account holder | $1,376 | $3,549-61.2% | $5,463-74.8% | $5,124-73.2% |