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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 | $90,157 | $106,008-15.0% | $92,240-2.3% | $147,586-38.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.21% | 50.05%-29.8pp | 176.29%-156.1pp | 578.59%-558.4pp |
| Employer contribution / active EE | $9,264 | $4,333+113.8% | $3,680+151.8% | $4,876+90.0% |
| Participant deferral / active EE | $7,119 | $4,478+59.0% | $3,897+82.7% | $5,439+30.9% |
| Admin fee / account holder | $1,073 | $6,333-83.1% | $5,194-79.3% | $10,886-90.1% |