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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 | $91,099 | $102,429-11.1% | $147,096-38.1% | $80,925+12.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.33% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $20,403 | $3,716+449.1% | $4,936+313.4% | $2,756+640.3% |
| Participant deferral / active EE | $13,539 | $6,649+103.6% | $8,071+67.7% | $4,299+215.0% |
| Admin fee / account holder | $4,239 | $7,957-46.7% | $13,005-67.4% | $6,940-38.9% |