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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 | $34,043 | $58,241-41.5% | $81,780-58.4% | $80,911-57.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 53.11% | 41.73%+11.4pp | 776.27%-723.2pp | 35.63%+17.5pp |
| Employer contribution / active EE | $1,695 | $2,343-27.7% | $2,914-41.8% | $2,756-38.5% |
| Participant deferral / active EE | $3,739 | $3,283+13.9% | $4,321-13.5% | $4,297-13.0% |
| Admin fee / account holder | $652 | $4,973-86.9% | $7,384-91.2% | $6,935-90.6% |