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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 | $21,785 | $91,037-76.1% | $71,671-69.6% | $147,586-85.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 95.51% | 20.48%+75.0pp | 20.65%+74.9pp | 578.59%-483.1pp |
| Employer contribution / active EE | $6,406 | $3,327+92.5% | $2,460+160.4% | $4,876+31.4% |
| Participant deferral / active EE | $7,606 | $4,498+69.1% | $3,438+121.2% | $5,439+39.8% |
| Admin fee / account holder | $315 | $8,613-96.3% | $5,558-94.3% | $10,886-97.1% |