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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 | $68,118 | $85,171-20.0% | $172,753-60.6% | $72,976-6.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.78% | 27.32%-7.5pp | 803.00%-783.2pp | 81.02%-61.2pp |
| Employer contribution / active EE | $7,288 | $3,324+119.3% | $5,144+41.7% | $2,440+198.7% |
| Participant deferral / active EE | $5,022 | $3,260+54.1% | $5,198-3.4% | $3,608+39.2% |
| Admin fee / account holder | $17,963 | $5,880+205.5% | $13,956+28.7% | $5,124+250.6% |