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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 | $100,096 | $90,530+10.6% | $76,030+31.7% | $145,897-31.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.30% | 625.08%-605.8pp | 361.54%-342.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $8,937 | $3,319+169.3% | $2,688+232.5% | $4,663+91.7% |
| Participant deferral / active EE | $7,681 | $5,164+48.7% | $4,257+80.4% | $6,689+14.8% |
| Admin fee / account holder | $842 | $8,383-90.0% | $6,421-86.9% | $13,390-93.7% |