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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 | $131,106 | $96,678+35.6% | $86,640+51.3% | $139,466-6.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.01% | 106.69%-86.7pp | 592.52%-572.5pp | 373.66%-353.7pp |
| Employer contribution / active EE | $2,353 | $3,265-27.9% | $3,024-22.2% | $4,754-50.5% |
| Participant deferral / active EE | $8,358 | $4,837+72.8% | $4,438+88.3% | $6,712+24.5% |
| Admin fee / account holder | $719 | $6,410-88.8% | $5,616-87.2% | $11,409-93.7% |