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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 | $73,619 | $108,685-32.3% | $74,719-1.5% | $152,885-51.8% |
| Participation rate | 93.8% | 65.3%+28.4pp | 54.5%+39.3pp | 82.5%+11.3pp |
| Annual return | 16.57% | 114.09%-97.5pp | 753.05%-736.5pp | 345.39%-328.8pp |
| Employer contribution / active EE | $4,688 | $1,504+211.7% | $1,084+332.4% | $4,763-1.6% |
| Participant deferral / active EE | $5,485 | $2,712+102.2% | $1,963+179.4% | $5,851-6.3% |
| Admin fee / account holder | $123,291 | $4,905+2413.3% | $3,334+3597.6% | $11,598+963.0% |