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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 | $92,766 | $90,530+2.5% | $76,030+22.0% | $145,897-36.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.09% | 625.08%-606.0pp | 361.54%-342.4pp | 552.29%-533.2pp |
| Employer contribution / active EE | $5,200 | $3,319+56.6% | $2,688+93.5% | $4,663+11.5% |
| Participant deferral / active EE | $11,671 | $5,164+126.0% | $4,257+174.1% | $6,689+74.5% |
| Admin fee / account holder | $6,872 | $8,383-18.0% | $6,421+7.0% | $13,390-48.7% |