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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 | $107,124 | $84,696+26.5% | $75,702+41.5% | $167,497-36.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.67% | 199.42%-180.8pp | 104.56%-85.9pp | 478.62%-459.9pp |
| Employer contribution / active EE | $4,081 | $3,230+26.3% | $2,743+48.8% | $4,838-15.7% |
| Participant deferral / active EE | $6,930 | $4,580+51.3% | $3,822+81.3% | $6,341+9.3% |
| Admin fee / account holder | $24,580 | $5,356+358.9% | $3,619+579.2% | $12,310+99.7% |