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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 | $118,550 | $85,171+39.2% | $172,752-31.4% | $72,975+62.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.87% | 27.32%-6.5pp | 802.97%-782.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $9,829 | $3,324+195.7% | $5,144+91.1% | $2,440+302.8% |
| Participant deferral / active EE | $5,059 | $3,260+55.2% | $5,198-2.7% | $3,608+40.2% |
| Admin fee / account holder | $10,163 | $5,880+72.8% | $13,955-27.2% | $5,124+98.3% |