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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 | $83,418 | $53,128+57.0% | $86,582-3.7% | $70,126+19.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.21% | 27.66%-10.5pp | 965.08%-947.9pp | 73.15%-55.9pp |
| Employer contribution / active EE | $6,233 | $2,068+201.4% | $2,839+119.5% | $2,343+166.1% |
| Participant deferral / active EE | $6,937 | $2,695+157.4% | $3,609+92.2% | $3,332+108.2% |
| Admin fee / account holder | $5,070 | $3,584+41.5% | $4,904+3.4% | $4,645+9.1% |