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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 | $125,347 | $75,832+65.3% | $147,617-15.1% | $59,633+110.2% |
| Participation rate | 97.0% | 71.6%+25.4pp | 84.6%+12.3pp | 68.7%+28.3pp |
| Annual return | 0.81% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $5,055 | $3,485+45.1% | $5,564-9.2% | $2,203+129.5% |
| Participant deferral / active EE | $7,190 | $3,131+129.7% | $4,895+46.9% | $3,192+125.3% |
| Admin fee / account holder | $42,316 | $5,986+607.0% | $11,612+264.4% | $4,297+884.8% |