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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 | $220,948 | $111,830+97.6% | $93,696+135.8% | $145,884+51.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.69% | 204.08%-192.4pp | 133.74%-122.0pp | 551.85%-540.2pp |
| Employer contribution / active EE | $4,874 | $3,093+57.6% | $2,422+101.2% | $4,662+4.5% |
| Participant deferral / active EE | $5,310 | $4,920+7.9% | $4,417+20.2% | $6,690-20.6% |
| Admin fee / account holder | $557 | $10,249-94.6% | $8,287-93.3% | $13,392-95.8% |