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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 | $96,029 | $106,008-9.4% | $92,240+4.1% | $147,586-34.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.28% | 50.05%-29.8pp | 176.29%-156.0pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,774 | $4,333-59.1% | $3,680-51.8% | $4,876-63.6% |
| Participant deferral / active EE | $4,031 | $4,478-10.0% | $3,897+3.4% | $5,439-25.9% |
| Admin fee / account holder | $569 | $6,333-91.0% | $5,194-89.1% | $10,886-94.8% |