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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 | $87,434 | $57,312+52.6% | $86,617+0.9% | $75,181+16.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.41% | 2672.78%-2656.4pp | 591.91%-575.5pp | 160.69%-144.3pp |
| Employer contribution / active EE | $2,930 | $2,315+26.5% | $3,023-3.1% | $2,671+9.7% |
| Participant deferral / active EE | $1,970 | $3,319-40.6% | $4,437-55.6% | $4,126-52.2% |
| Admin fee / account holder | $3,775 | $4,114-8.2% | $5,613-32.7% | $5,650-33.2% |