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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 | $123,999 | $85,171+45.6% | $172,753-28.2% | $72,976+69.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.48% | 27.32%-8.8pp | 803.00%-784.5pp | 81.02%-62.5pp |
| Employer contribution / active EE | $6,667 | $3,324+100.6% | $5,144+29.6% | $2,440+173.2% |
| Participant deferral / active EE | $6,158 | $3,260+88.9% | $5,198+18.5% | $3,608+70.7% |
| Admin fee / account holder | $8,060 | $5,880+37.1% | $13,956-42.2% | $5,124+57.3% |