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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 | $48,825 | $72,403-32.6% | $67,524-27.7% | $145,978-66.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.32% | 7197.23%-7186.9pp | 3519.41%-3509.1pp | 550.52%-540.2pp |
| Employer contribution / active EE | $3,030 | $3,072-1.4% | $2,734+10.8% | $4,662-35.0% |
| Participant deferral / active EE | $8,709 | $4,782+82.1% | $4,001+117.6% | $6,690+30.2% |
| Admin fee / account holder | $922 | $5,541-83.4% | $4,001-77.0% | $13,400-93.1% |