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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 | $105,785 | $56,197+88.2% | $67,652+56.4% | $59,633+77.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 3.06% | 18508.10%-18505.0pp | 6625.40%-6622.3pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $2,918 | $1,615+80.7% | $2,266+28.8% | $2,203+32.5% |
| Participant deferral / active EE | $5,694 | $2,844+100.2% | $3,560+59.9% | $3,192+78.4% |
| Admin fee / account holder | $9,983 | $3,958+152.2% | $4,821+107.1% | $4,297+132.3% |