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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 | $103,479 | $106,008-2.4% | $92,240+12.2% | $147,586-29.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.21% | 50.05%-34.8pp | 176.29%-161.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $6,565 | $4,333+51.5% | $3,680+78.4% | $4,876+34.6% |
| Participant deferral / active EE | $5,855 | $4,478+30.7% | $3,897+50.2% | $5,439+7.6% |
| Admin fee / account holder | $403 | $6,333-93.6% | $5,194-92.2% | $10,886-96.3% |