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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 | $110,544 | $85,171+29.8% | $172,753-36.0% | $72,976+51.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.94% | 27.32%-5.4pp | 803.00%-781.1pp | 81.02%-59.1pp |
| Employer contribution / active EE | $5,490 | $3,324+65.2% | $5,144+6.7% | $2,440+125.0% |
| Participant deferral / active EE | $4,761 | $3,260+46.1% | $5,198-8.4% | $3,608+32.0% |
| Admin fee / account holder | $1,667 | $5,880-71.6% | $13,956-88.1% | $5,124-67.5% |