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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 | $46,058 | $31,105+48.1% | $53,647-14.1% | $64,097-28.1% |
| Participation rate | 100.0% | 30.7%+69.3pp | 56.3%+43.7pp | 55.2%+44.8pp |
| Annual return | 21.40% | 22.54%-1.1pp | 358.33%-336.9pp | 34.64%-13.2pp |
| Employer contribution / active EE | $3,435 | $441+679.5% | $962+257.0% | $1,891+81.6% |
| Participant deferral / active EE | $7,081 | $896+690.0% | $1,813+290.5% | $3,080+129.9% |
| Admin fee / account holder | $6,958 | $2,195+217.0% | $2,460+182.8% | $3,454+101.4% |