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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 | $39,399 | $106,003-62.8% | $92,236-57.3% | $147,585-73.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.74% | 50.05%-31.3pp | 176.29%-157.5pp | 578.57%-559.8pp |
| Employer contribution / active EE | $3,038 | $4,333-29.9% | $3,679-17.4% | $4,876-37.7% |
| Participant deferral / active EE | $4,087 | $4,478-8.7% | $3,897+4.9% | $5,439-24.9% |
| Admin fee / account holder | $1,309 | $6,333-79.3% | $5,194-74.8% | $10,885-88.0% |