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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 | $137,942 | $50,554+172.9% | $67,681+103.8% | $87,485+57.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 17.11% | 17.81%-0.7pp | 590.58%-573.5pp | 26.06%-8.9pp |
| Employer contribution / active EE | $6,569 | $1,988+230.4% | $2,678+145.3% | $2,596+153.0% |
| Participant deferral / active EE | $10,372 | $2,961+250.3% | $3,976+160.9% | $4,274+142.7% |
| Admin fee / account holder | $9,001 | $4,132+117.8% | $6,100+47.6% | $7,775+15.8% |