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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 | $81,276 | $106,008-23.3% | $92,240-11.9% | $147,586-44.9% |
| Participation rate | 90.0% | 80.4%+9.6pp | 76.5%+13.5pp | 82.8%+7.2pp |
| Annual return | 99.66% | 50.05%+49.6pp | 176.29%-76.6pp | 578.59%-478.9pp |
| Employer contribution / active EE | $18,334 | $4,333+323.1% | $3,680+398.3% | $4,876+276.0% |
| Participant deferral / active EE | $3,255 | $4,478-27.3% | $3,897-16.5% | $5,439-40.1% |
| Admin fee / account holder | $452 | $6,333-92.9% | $5,194-91.3% | $10,886-95.8% |