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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 | $163,587 | $85,766+90.7% | $136,298+20.0% | $70,126+133.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.57% | 31.46%-13.9pp | 5156.27%-5138.7pp | 73.15%-55.6pp |
| Employer contribution / active EE | $7,861 | $2,966+165.0% | $4,696+67.4% | $2,343+235.6% |
| Participant deferral / active EE | $11,884 | $5,051+135.3% | $6,247+90.2% | $3,332+256.7% |
| Admin fee / account holder | $8,876 | $5,421+63.7% | $9,244-4.0% | $4,645+91.1% |