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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 | $87,120 | $111,814-22.1% | $93,654-7.0% | $145,959-40.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.84% | 203.30%-188.5pp | 133.34%-118.5pp | 561.95%-547.1pp |
| Employer contribution / active EE | $6,731 | $3,092+117.7% | $2,421+178.0% | $4,661+44.4% |
| Participant deferral / active EE | $4,459 | $4,914-9.3% | $4,413+1.1% | $6,689-33.3% |
| Admin fee / account holder | $532 | $10,246-94.8% | $8,282-93.6% | $13,398-96.0% |