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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 | $44,684 | $106,008-57.8% | $92,240-51.6% | $147,586-69.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.80% | 50.05%-30.3pp | 176.29%-156.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $8,112 | $4,333+87.2% | $3,680+120.5% | $4,876+66.4% |
| Participant deferral / active EE | $4,753 | $4,478+6.1% | $3,897+22.0% | $5,439-12.6% |
| Admin fee / account holder | $1,240 | $6,333-80.4% | $5,194-76.1% | $10,886-88.6% |