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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 | $206,002 | $96,678+113.1% | $86,640+137.8% | $139,466+47.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.02% | 106.69%-90.7pp | 592.52%-576.5pp | 373.66%-357.6pp |
| Employer contribution / active EE | $2,640 | $3,265-19.2% | $3,024-12.7% | $4,754-44.5% |
| Participant deferral / active EE | $4,411 | $4,837-8.8% | $4,438-0.6% | $6,712-34.3% |
| Admin fee / account holder | $2,053 | $6,410-68.0% | $5,616-63.4% | $11,409-82.0% |