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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 | $106,566 | $93,023+14.6% | $77,027+38.4% | $134,493-20.8% |
| Participation rate | 93.3% | 74.5%+18.8pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | 1.40% | 62.61%-61.2pp | 42.32%-40.9pp | 418.01%-416.6pp |
| Employer contribution / active EE | $15,107 | $3,418+341.9% | $2,813+437.1% | $4,740+218.7% |
| Participant deferral / active EE | $9,712 | $5,238+85.4% | $4,427+119.4% | $6,400+51.8% |
| Admin fee / account holder | $4,361 | $6,944-37.2% | $5,425-19.6% | $11,425-61.8% |