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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 | $62,877 | $106,008-40.7% | $92,240-31.8% | $147,586-57.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.19% | 50.05%-39.9pp | 176.29%-166.1pp | 578.59%-568.4pp |
| Employer contribution / active EE | $20,828 | $4,333+380.6% | $3,680+466.0% | $4,876+327.1% |
| Participant deferral / active EE | $3,939 | $4,478-12.0% | $3,897+1.1% | $5,439-27.6% |
| Admin fee / account holder | $1,253 | $6,333-80.2% | $5,194-75.9% | $10,886-88.5% |