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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 | $55,855 | $106,008-47.3% | $92,240-39.4% | $147,586-62.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.10% | 50.05%-31.9pp | 176.29%-158.2pp | 578.59%-560.5pp |
| Employer contribution / active EE | $8,165 | $4,333+88.4% | $3,680+121.9% | $4,876+67.4% |
| Participant deferral / active EE | $5,268 | $4,478+17.6% | $3,897+35.2% | $5,439-3.1% |
| Admin fee / account holder | $985 | $6,333-84.4% | $5,194-81.0% | $10,886-91.0% |