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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 | $103,414 | $106,008-2.4% | $92,240+12.1% | $147,586-29.9% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 9.83% | 50.05%-40.2pp | 176.29%-166.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $1,669 | $4,333-61.5% | $3,680-54.6% | $4,876-65.8% |
| Participant deferral / active EE | $6,794 | $4,478+51.7% | $3,897+74.3% | $5,439+24.9% |
| Admin fee / account holder | $28,292 | $6,333+346.7% | $5,194+444.7% | $10,886+159.9% |