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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 | $133,922 | $99,079+35.2% | $78,002+71.7% | $273,972-51.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.50% | 217.93%-211.4pp | 425.99%-419.5pp | 41.46%-35.0pp |
| Employer contribution / active EE | $11,909 | $3,308+260.0% | $2,470+382.1% | $4,869+144.6% |
| Participant deferral / active EE | $13,048 | $4,306+203.0% | $3,497+273.1% | $5,287+146.8% |
| Admin fee / account holder | $107,922 | $8,954+1105.3% | $5,481+1869.1% | $10,133+965.1% |