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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 | $41,937 | $76,608-45.3% | $56,077-25.2% | $145,877-71.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 3009.59%-2995.3pp | 1709.28%-1695.0pp | 551.28%-537.0pp |
| Employer contribution / active EE | $5,845 | $1,382+323.1% | $1,040+461.8% | $4,663+25.4% |
| Participant deferral / active EE | $4,973 | $2,624+89.5% | $1,954+154.5% | $6,691-25.7% |
| Admin fee / account holder | $1,853 | $3,325-44.3% | $2,825-34.4% | $13,402-86.2% |