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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 | $233,117 | $85,171+173.7% | $172,752+34.9% | $72,975+219.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.02% | 27.32%-9.3pp | 802.97%-784.9pp | 81.01%-63.0pp |
| Employer contribution / active EE | $13,021 | $3,324+291.7% | $5,144+153.1% | $2,440+433.6% |
| Participant deferral / active EE | $9,605 | $3,260+194.6% | $5,198+84.8% | $3,608+166.2% |
| Admin fee / account holder | $3,117 | $5,880-47.0% | $13,955-77.7% | $5,124-39.2% |