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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 | $90,791 | $85,171+6.6% | $172,752-47.4% | $72,975+24.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.36% | 27.32%-6.0pp | 802.97%-781.6pp | 81.01%-59.7pp |
| Employer contribution / active EE | $10,836 | $3,324+226.0% | $5,144+110.6% | $2,440+344.1% |
| Participant deferral / active EE | $9,031 | $3,260+177.0% | $5,198+73.8% | $3,608+150.3% |
| Admin fee / account holder | $797 | $5,880-86.4% | $13,955-94.3% | $5,124-84.4% |