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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 | $49,831 | $100,060-50.2% | $149,721-66.7% | $70,126-28.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 46.31% | 27.46%+18.8pp | 1501.67%-1455.4pp | 73.15%-26.8pp |
| Employer contribution / active EE | $3,508 | $3,661-4.2% | $5,444-35.6% | $2,343+49.8% |
| Participant deferral / active EE | $7,752 | $4,982+55.6% | $6,568+18.0% | $3,332+132.7% |
| Admin fee / account holder | $1,007 | $8,285-87.8% | $11,282-91.1% | $4,645-78.3% |