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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 | $126,334 | $149,040-15.2% | $120,225+5.1% | $137,256-8.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.46% | 605.68%-592.2pp | 439.23%-425.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,915 | $4,350-33.0% | $3,475-16.1% | $4,156-29.9% |
| Participant deferral / active EE | $5,867 | $4,655+26.1% | $3,999+46.7% | $6,407-8.4% |
| Admin fee / account holder | $2,910 | $6,348-54.2% | $5,696-48.9% | $12,270-76.3% |