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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 | $125,926 | $85,766+46.8% | $136,298-7.6% | $70,126+79.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.05% | 31.46%-13.4pp | 5156.27%-5138.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $7,247 | $2,966+144.3% | $4,696+54.3% | $2,343+209.4% |
| Participant deferral / active EE | $6,833 | $5,051+35.3% | $6,247+9.4% | $3,332+105.1% |
| Admin fee / account holder | $8,057 | $5,421+48.6% | $9,244-12.8% | $4,645+73.4% |