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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 | $96,997 | $106,008-8.5% | $92,240+5.2% | $147,586-34.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.80% | 50.05%-32.3pp | 176.29%-158.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $2,322 | $4,333-46.4% | $3,680-36.9% | $4,876-52.4% |
| Participant deferral / active EE | $4,171 | $4,478-6.9% | $3,897+7.0% | $5,439-23.3% |
| Admin fee / account holder | $8,778 | $6,333+38.6% | $5,194+69.0% | $10,886-19.4% |