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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 | $103,780 | $85,171+21.8% | $172,752-39.9% | $72,975+42.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.11% | 27.32%-3.2pp | 802.97%-778.9pp | 81.01%-56.9pp |
| Employer contribution / active EE | $7,199 | $3,324+116.6% | $5,144+39.9% | $2,440+195.0% |
| Participant deferral / active EE | $4,023 | $3,260+23.4% | $5,198-22.6% | $3,608+11.5% |
| Admin fee / account holder | $2,161 | $5,880-63.3% | $13,955-84.5% | $5,124-57.8% |