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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 | $56,248 | $106,008-46.9% | $92,240-39.0% | $147,586-61.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 26.99% | 50.05%-23.1pp | 176.29%-149.3pp | 578.59%-551.6pp |
| Employer contribution / active EE | $9,806 | $4,333+126.3% | $3,680+166.5% | $4,876+101.1% |
| Participant deferral / active EE | $4,229 | $4,478-5.6% | $3,897+8.5% | $5,439-22.2% |
| Admin fee / account holder | $495 | $6,333-92.2% | $5,194-90.5% | $10,886-95.5% |