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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 | $74,179 | $106,001-30.0% | $92,235-19.6% | $147,585-49.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.73% | 50.05%-30.3pp | 176.28%-156.6pp | 578.56%-558.8pp |
| Employer contribution / active EE | $4,796 | $4,333+10.7% | $3,679+30.4% | $4,876-1.6% |
| Participant deferral / active EE | $5,881 | $4,478+31.3% | $3,897+50.9% | $5,439+8.1% |
| Admin fee / account holder | $7,496 | $6,332+18.4% | $5,194+44.3% | $10,885-31.1% |