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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 | $127,676 | $111,878+14.1% | $93,727+36.2% | $145,897-12.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.49% | 204.28%-193.8pp | 133.83%-123.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $3,685 | $3,092+19.2% | $2,421+52.2% | $4,663-21.0% |
| Participant deferral / active EE | $4,295 | $4,920-12.7% | $4,417-2.8% | $6,689-35.8% |
| Admin fee / account holder | $3,012 | $10,256-70.6% | $8,292-63.7% | $13,390-77.5% |