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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 | $83,863 | $68,398+22.6% | $94,664-11.4% | $75,173+11.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 27.50% | 616.72%-589.2pp | 156.84%-129.3pp | 160.72%-133.2pp |
| Employer contribution / active EE | $9,150 | $2,701+238.8% | $3,673+149.1% | $2,671+242.6% |
| Participant deferral / active EE | $13,383 | $6,537+104.7% | $7,417+80.4% | $4,126+224.3% |
| Admin fee / account holder | $10,537 | $5,324+97.9% | $7,222+45.9% | $5,651+86.5% |