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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 | $107,629 | $111,830-3.8% | $93,696+14.9% | $145,884-26.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.50% | 204.08%-191.6pp | 133.74%-121.2pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,800 | $3,093-41.8% | $2,422-25.7% | $4,662-61.4% |
| Participant deferral / active EE | $7,031 | $4,920+42.9% | $4,417+59.2% | $6,690+5.1% |
| Admin fee / account holder | $2,535 | $10,249-75.3% | $8,287-69.4% | $13,392-81.1% |