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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 | $167,132 | $85,169+96.2% | $172,755-3.3% | $72,983+129.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.53% | 27.32%-5.8pp | 802.94%-781.4pp | 81.01%-59.5pp |
| Employer contribution / active EE | $16,856 | $3,324+407.1% | $5,144+227.7% | $2,440+590.9% |
| Participant deferral / active EE | $8,671 | $3,260+166.0% | $5,198+66.8% | $3,608+140.4% |
| Admin fee / account holder | $1,741 | $5,880-70.4% | $13,955-87.5% | $5,124-66.0% |