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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 | $102,450 | $61,125+67.6% | $94,057+8.9% | $87,485+17.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 18.58% | 35.20%-16.6pp | 480.62%-462.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $22,105 | $2,136+934.7% | $2,933+653.6% | $2,596+751.4% |
| Participant deferral / active EE | $20,729 | $3,260+535.8% | $4,709+340.2% | $4,274+385.1% |
| Admin fee / account holder | $2,549 | $5,629-54.7% | $7,244-64.8% | $7,775-67.2% |