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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 | $78,496 | $106,003-25.9% | $92,236-14.9% | $147,585-46.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.86% | 50.05%-31.2pp | 176.29%-157.4pp | 578.57%-559.7pp |
| Employer contribution / active EE | $20,301 | $4,333+368.5% | $3,679+451.8% | $4,876+316.3% |
| Participant deferral / active EE | $1,654 | $4,478-63.1% | $3,897-57.6% | $5,439-69.6% |
| Admin fee / account holder | $1,096 | $6,333-82.7% | $5,194-78.9% | $10,885-89.9% |