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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 | $115,100 | $63,346+81.7% | $92,240+24.8% | $70,126+64.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.29% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $5,196 | $2,471+110.2% | $3,680+41.2% | $2,343+121.8% |
| Participant deferral / active EE | $7,457 | $2,854+161.3% | $3,897+91.3% | $3,332+123.8% |
| Admin fee / account holder | $8,769 | $3,841+128.3% | $5,194+68.8% | $4,645+88.8% |