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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 | $85,799 | $106,008-19.1% | $92,240-7.0% | $147,586-41.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.77% | 50.05%-30.3pp | 176.29%-156.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $3,404 | $4,333-21.4% | $3,680-7.5% | $4,876-30.2% |
| Participant deferral / active EE | $8,933 | $4,478+99.5% | $3,897+129.2% | $5,439+64.2% |
| Admin fee / account holder | $2,450 | $6,333-61.3% | $5,194-52.8% | $10,886-77.5% |