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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 | $150,938 | $76,785+96.6% | $56,441+167.4% | $145,959+3.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.00% | 3000.51%-2991.5pp | 1704.21%-1695.2pp | 561.95%-553.0pp |
| Employer contribution / active EE | $17,385 | $1,381+1159.3% | $1,039+1573.1% | $4,661+273.0% |
| Participant deferral / active EE | $30,500 | $2,624+1062.5% | $1,953+1461.8% | $6,689+356.0% |
| Admin fee / account holder | $5,841 | $3,334+75.2% | $2,829+106.5% | $13,398-56.4% |