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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 | $28,953 | $106,008-72.7% | $92,240-68.6% | $147,586-80.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.85% | 50.05%-33.2pp | 176.29%-159.4pp | 578.59%-561.7pp |
| Employer contribution / active EE | $4,115 | $4,333-5.0% | $3,680+11.8% | $4,876-15.6% |
| Participant deferral / active EE | $2,355 | $4,478-47.4% | $3,897-39.6% | $5,439-56.7% |
| Admin fee / account holder | $1,567 | $6,333-75.3% | $5,194-69.8% | $10,886-85.6% |