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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 | $127,579 | $106,008+20.3% | $92,240+38.3% | $147,586-13.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.93% | 50.05%-32.1pp | 176.29%-158.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $3,380 | $4,333-22.0% | $3,680-8.1% | $4,876-30.7% |
| Participant deferral / active EE | $7,391 | $4,478+65.0% | $3,897+89.7% | $5,439+35.9% |
| Admin fee / account holder | $2,551 | $6,333-59.7% | $5,194-50.9% | $10,886-76.6% |