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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 | $134,179 | $73,421+82.8% | $66,439+102.0% | $155,188-13.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 12.61% | 1382.37%-1369.8pp | 757.66%-745.1pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,964 | $3,039-2.5% | $2,637+12.4% | $4,248-30.2% |
| Participant deferral / active EE | $10,949 | $4,680+134.0% | $3,876+182.5% | $6,531+67.6% |
| Admin fee / account holder | $17,430 | $8,856+96.8% | $6,173+182.3% | $14,480+20.4% |