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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 | $81,985 | $99,652-17.7% | $78,778+4.1% | $147,586-44.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.48% | 47.28%-36.8pp | 35.62%-25.1pp | 578.59%-568.1pp |
| Employer contribution / active EE | $2,815 | $2,796+0.7% | $1,986+41.7% | $4,876-42.3% |
| Participant deferral / active EE | $5,189 | $3,664+41.7% | $2,958+75.4% | $5,439-4.6% |
| Admin fee / account holder | $36,167 | $7,155+405.5% | $5,134+604.5% | $10,886+232.2% |