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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 | $141,790 | $51,184+177.0% | $66,439+113.4% | $86,983+63.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 27.37% | 17.07%+10.3pp | 757.66%-730.3pp | 25.83%+1.5pp |
| Employer contribution / active EE | $16,843 | $2,023+732.7% | $2,637+538.8% | $2,584+551.7% |
| Participant deferral / active EE | $18,654 | $2,927+537.2% | $3,876+381.3% | $4,194+344.8% |
| Admin fee / account holder | $3,611 | $4,154-13.1% | $6,173-41.5% | $7,856-54.0% |